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 | $54,069 | $56,897-5.0% | $84,750-36.2% | $62,891-14.0% |
| Participation rate | 92.1% | 68.5%+23.5pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 6.90% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,212 | $2,400+33.8% | $3,574-10.1% | $2,281+40.8% |
| Participant deferral / active EE | $5,743 | $2,709+112.0% | $3,712+54.7% | $3,203+79.3% |
| Admin fee / account holder | $1,780 | $3,581-50.3% | $5,332-66.6% | $4,296-58.6% |