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 8-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 | $60,096 | $71,370-15.8% | $78,805-23.7% | $71,370-15.8% |
| Participation rate | 95.2% | 55.1%+40.1pp | 73.6%+21.7pp | 55.1%+40.1pp |
| Annual return | 18.81% | 15.87%+2.9pp | -2.71%+21.5pp | 15.87%+2.9pp |
| Employer contribution / active EE | $2,258 | $1,874+20.4% | $4,059-44.4% | $1,874+20.4% |
| Participant deferral / active EE | $5,972 | $2,656+124.9% | $3,584+66.6% | $2,656+124.9% |
| Admin fee / account holder | $2,137 | $6,050-64.7% | $5,677-62.3% | $6,050-64.7% |