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 | $30,580 | $64,348-52.5% | $90,160-66.1% | $70,131-56.4% |
| Participation rate | 90.5% | 70.4%+20.0pp | 76.9%+13.6pp | 69.5%+20.9pp |
| Annual return | 20.47% | 28.13%-7.7pp | 34.88%-14.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,496 | $2,046+70.9% | $3,318+5.4% | $2,342+49.2% |
| Participant deferral / active EE | $9,191 | $4,389+109.4% | $5,288+73.8% | $3,332+175.9% |
| Admin fee / account holder | $2,922 | $3,944-25.9% | $5,943-50.8% | $4,645-37.1% |