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 | $56,163 | $62,672-10.4% | $185,117-69.7% | $70,131-19.9% |
| Participation rate | 94.2% | 63.8%+30.4pp | 77.3%+16.9pp | 69.5%+24.7pp |
| Annual return | 18.11% | 40.79%-22.7pp | 40.50%-22.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,805 | $1,753+3.0% | $4,182-56.8% | $2,342-22.9% |
| Participant deferral / active EE | $4,379 | $3,272+33.8% | $5,045-13.2% | $3,332+31.4% |
| Admin fee / account holder | $2,708 | $3,932-31.1% | $8,159-66.8% | $4,645-41.7% |