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 | $65,310 | $80,968-19.3% | $96,544-32.4% | $75,163-13.1% |
| Participation rate | 84.9% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.7pp |
| Annual return | 14.24% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,848 | $2,282+24.8% | $2,965-3.9% | $2,670+6.7% |
| Participant deferral / active EE | $3,716 | $3,928-5.4% | $4,851-23.4% | $4,125-9.9% |
| Admin fee / account holder | $8,728 | $6,724+29.8% | $8,252+5.8% | $5,651+54.5% |