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 | $59,218 | $71,050-16.7% | $93,606-36.7% | $80,856-26.8% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 15.36% | 11.26%+4.1pp | 133.20%-117.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,826 | $1,564+80.7% | $2,420+16.8% | $2,755+2.6% |
| Participant deferral / active EE | $6,794 | $4,034+68.4% | $4,411+54.0% | $4,296+58.1% |
| Admin fee / account holder | $3,803 | $6,945-45.2% | $8,285-54.1% | $6,918-45.0% |