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 4-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 | $61,957 | $69,977-11.5% | $108,579-42.9% | $62,891-1.5% |
| Participation rate | 94.0% | 72.9%+21.1pp | 79.6%+14.5pp | 69.3%+24.7pp |
| Annual return | 9.26% | 10.73%-1.5pp | -51.70%+61.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,335 | $2,135+9.4% | $3,758-37.9% | $2,281+2.4% |
| Participant deferral / active EE | $4,378 | $3,165+38.3% | $4,311+1.6% | $3,203+36.7% |
| Admin fee / account holder | $5,260 | $5,076+3.6% | $7,645-31.2% | $4,296+22.5% |