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 | $83,269 | $109,413-23.9% | $156,263-46.7% | $84,808-1.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 14.96% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,237 | $2,907+11.4% | $4,333-25.3% | $2,631+23.0% |
| Participant deferral / active EE | $8,079 | $4,590+76.0% | $6,158+31.2% | $4,212+91.8% |
| Admin fee / account holder | $32,979 | $9,357+252.5% | $14,255+131.4% | $7,344+349.1% |