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 | $55,042 | $78,705-30.1% | $117,854-53.3% | $70,131-21.5% |
| Participation rate | 90.0% | 73.2%+16.8pp | 79.7%+10.3pp | 69.5%+20.5pp |
| Annual return | 16.10% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,608 | $2,223+17.3% | $3,786-31.1% | $2,342+11.3% |
| Participant deferral / active EE | $3,239 | $3,297-1.8% | $4,482-27.7% | $3,332-2.8% |
| Admin fee / account holder | $2,129 | $5,065-58.0% | $8,020-73.5% | $4,645-54.2% |