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 | $72,136 | $80,717-10.6% | $154,803-53.4% | $84,808-14.9% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 14.76% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,346 | $2,761+93.6% | $4,305+24.2% | $2,631+103.2% |
| Participant deferral / active EE | $3,275 | $3,303-0.9% | $5,540-40.9% | $4,212-22.2% |
| Admin fee / account holder | $6,546 | $6,746-3.0% | $14,329-54.3% | $7,344-10.9% |