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 | $59,727 | $64,517-7.4% | $81,438-26.7% | $80,874-26.1% |
| Participation rate | 89.0% | 63.9%+25.1pp | 69.5%+19.5pp | 67.6%+21.4pp |
| Annual return | 15.00% | 16.35%-1.3pp | 24.74%-9.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $4,285 | $1,982+116.2% | $2,460+74.2% | $2,756+55.5% |
| Participant deferral / active EE | $9,313 | $3,096+200.8% | $3,883+139.8% | $4,297+116.7% |
| Admin fee / account holder | $6,075 | $5,677+7.0% | $5,764+5.4% | $6,935-12.4% |