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 | $71,487 | $80,717-11.4% | $154,803-53.8% | $84,808-15.7% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 13.97% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,333 | $2,761+20.7% | $4,305-22.6% | $2,631+26.7% |
| Participant deferral / active EE | $3,438 | $3,303+4.1% | $5,540-37.9% | $4,212-18.4% |
| Admin fee / account holder | $4,523 | $6,746-32.9% | $14,329-68.4% | $7,344-38.4% |