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 | $72,343 | $78,926-8.3% | $136,749-47.1% | $84,808-14.7% |
| Participation rate | 88.9% | 62.2%+26.7pp | 72.1%+16.7pp | 68.3%+20.6pp |
| Annual return | 13.85% | 18.17%-4.3pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,821 | $2,134+79.0% | $3,400+12.4% | $2,631+45.2% |
| Participant deferral / active EE | $5,064 | $3,168+59.8% | $4,692+7.9% | $4,212+20.2% |
| Admin fee / account holder | $22,056 | $6,369+246.3% | $11,386+93.7% | $7,344+200.3% |