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 | $53,095 | $56,277-5.7% | $80,975-34.4% | $62,891-15.6% |
| Participation rate | 96.6% | 69.0%+27.6pp | 75.8%+20.7pp | 69.3%+27.2pp |
| Annual return | 23.72% | 22.12%+1.6pp | 17.10%+6.6pp | 20.14%+3.6pp |
| Employer contribution / active EE | $1,964 | $1,943+1.1% | $3,714-47.1% | $2,281-13.9% |
| Participant deferral / active EE | $5,428 | $4,195+29.4% | $5,696-4.7% | $3,203+69.5% |
| Admin fee / account holder | $2,926 | $3,741-21.8% | $5,516-46.9% | $4,296-31.9% |