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 | $62,225 | $69,977-11.1% | $108,579-42.7% | $62,891-1.1% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 6.42% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,357 | $2,135+150.9% | $3,758+42.5% | $2,281+134.9% |
| Participant deferral / active EE | $3,846 | $3,165+21.5% | $4,311-10.8% | $3,203+20.1% |
| Admin fee / account holder | $4,977 | $5,076-2.0% | $7,645-34.9% | $4,296+15.9% |