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 | $50,921 | $54,762-7.0% | $90,281-43.6% | $72,985-30.2% |
| Participation rate | 97.0% | 65.1%+31.9pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 21.77% | 30.63%-8.9pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,451 | $2,092+17.1% | $2,854-14.1% | $2,440+0.4% |
| Participant deferral / active EE | $1,083 | $2,887-62.5% | $3,885-72.1% | $3,607-70.0% |
| Admin fee / account holder | $3,329 | $3,972-16.2% | $5,351-37.8% | $5,124-35.0% |