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 | $70,588 | $95,803-26.3% | $113,168-37.6% | $84,808-16.8% |
| Participation rate | 79.5% | 72.9%+6.6pp | 76.6%+2.9pp | 68.3%+11.2pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,688 | $2,360+98.7% | $2,975+57.6% | $2,631+78.2% |
| Participant deferral / active EE | $5,936 | $4,242+39.9% | $5,107+16.2% | $4,212+40.9% |
| Admin fee / account holder | $18,291 | $8,989+103.5% | $12,068+51.6% | $7,344+149.1% |