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 | $80,815 | $81,460-0.8% | $103,333-21.8% | $80,856-0.1% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 12.24% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,947 | $3,105+123.7% | $3,868+79.6% | $2,755+152.2% |
| Participant deferral / active EE | $5,413 | $3,869+39.9% | $5,057+7.0% | $4,296+26.0% |
| Admin fee / account holder | $5,142 | $6,566-21.7% | $8,355-38.5% | $6,918-25.7% |