See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,833 | $77,503-25.4% | $100,391-42.4% | $80,856-28.5% |
| Participation rate | 88.1% | 76.9%+11.2pp | 81.5%+6.6pp | 67.6%+20.5pp |
| Annual return | 13.66% | 37.20%-23.5pp | 49.20%-35.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,565 | $2,801+27.3% | $3,942-9.6% | $2,755+29.4% |
| Participant deferral / active EE | $9,676 | $6,820+41.9% | $8,082+19.7% | $4,296+125.2% |
| Admin fee / account holder | $1,622 | $5,897-72.5% | $7,899-79.5% | $6,918-76.6% |