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 | $63,077 | $86,332-26.9% | $125,175-49.6% | $65,185-3.2% |
| Participation rate | 96.3% | 75.3%+21.0pp | 79.8%+16.5pp | 70.2%+26.1pp |
| Annual return | 22.00% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,152 | $2,040-43.5% | $3,865-70.2% | $2,177-47.1% |
| Participant deferral / active EE | $3,641 | $3,537+2.9% | $4,937-26.3% | $3,514+3.6% |
| Admin fee / account holder | $3,875 | $609+536.1% | $9,702-60.1% | $847+357.5% |