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 | $75,234 | $87,135-13.7% | $206,214-63.5% | $116,875-35.6% |
| Participation rate | 94.0% | 76.8%+17.2pp | 82.4%+11.6pp | 74.5%+19.5pp |
| Annual return | 22.71% | 22.51%+0.2pp | -1.60%+24.3pp | 16.29%+6.4pp |
| Employer contribution / active EE | $3,793 | $3,046+24.5% | $5,967-36.4% | $3,288+15.4% |
| Participant deferral / active EE | $6,373 | $3,898+63.5% | $4,649+37.1% | $3,885+64.1% |
| Admin fee / account holder | $1,233 | $8,630-85.7% | $13,671-91.0% | $12,263-89.9% |