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 | $56,269 | $56,897-1.1% | $84,750-33.6% | $62,891-10.5% |
| Participation rate | 92.5% | 68.5%+23.9pp | 76.6%+15.9pp | 69.3%+23.1pp |
| Annual return | 9.03% | 6.30%+2.7pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,017 | $2,400+25.7% | $3,574-15.6% | $2,281+32.3% |
| Participant deferral / active EE | $5,637 | $2,709+108.1% | $3,712+51.9% | $3,203+76.0% |
| Admin fee / account holder | $16,246 | $3,581+353.7% | $5,332+204.7% | $4,296+278.2% |