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 | $63,612 | $78,422-18.9% | $95,952-33.7% | $79,858-20.3% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.5pp | 69.6%+20.9pp |
| Annual return | 17.51% | 19.37%-1.9pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,154 | $1,945+10.7% | $2,541-15.2% | $2,471-12.8% |
| Participant deferral / active EE | $3,255 | $3,440-5.4% | $4,167-21.9% | $3,740-13.0% |
| Admin fee / account holder | $7,299 | $5,622+29.8% | $6,795+7.4% | $5,306+37.6% |