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 | $55,769 | $95,803-41.8% | $113,168-50.7% | $84,808-34.2% |
| Participation rate | 86.2% | 72.9%+13.3pp | 76.6%+9.6pp | 68.3%+17.9pp |
| Annual return | 14.78% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,948 | $2,360+24.9% | $2,975-0.9% | $2,631+12.1% |
| Participant deferral / active EE | $5,443 | $4,242+28.3% | $5,107+6.6% | $4,212+29.2% |
| Admin fee / account holder | $7,299 | $8,989-18.8% | $12,068-39.5% | $7,344-0.6% |