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 | $66,804 | $95,803-30.3% | $113,168-41.0% | $84,808-21.2% |
| Participation rate | 91.0% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.7pp |
| Annual return | 23.84% | 25.00%-1.2pp | 24.27%-0.4pp | 40.90%-17.1pp |
| Employer contribution / active EE | $3,079 | $2,360+30.5% | $2,975+3.5% | $2,631+17.0% |
| Participant deferral / active EE | $5,964 | $4,242+40.6% | $5,107+16.8% | $4,212+41.6% |
| Admin fee / account holder | $8,623 | $8,989-4.1% | $12,068-28.5% | $7,344+17.4% |