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 | $62,716 | $86,929-27.9% | $102,423-38.8% | $80,856-22.4% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 13.19% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,657 | $2,369+12.1% | $3,023-12.1% | $2,755-3.6% |
| Participant deferral / active EE | $5,482 | $4,118+33.1% | $5,053+8.5% | $4,296+27.6% |
| Admin fee / account holder | $2,343 | $8,049-70.9% | $9,451-75.2% | $6,918-66.1% |