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 | $63,018 | $95,803-34.2% | $113,168-44.3% | $84,808-25.7% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 18.16% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,240 | $2,360+79.7% | $2,975+42.5% | $2,631+61.1% |
| Participant deferral / active EE | $3,133 | $4,242-26.1% | $5,107-38.7% | $4,212-25.6% |
| Admin fee / account holder | $4,345 | $8,989-51.7% | $12,068-64.0% | $7,344-40.8% |