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 | $75,162 | $95,803-21.5% | $113,168-33.6% | $84,808-11.4% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 12.56% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,417 | $2,360+44.8% | $2,975+14.8% | $2,631+29.9% |
| Participant deferral / active EE | $6,003 | $4,242+41.5% | $5,107+17.6% | $4,212+42.5% |
| Admin fee / account holder | $29,901 | $8,989+232.6% | $12,068+147.8% | $7,344+307.2% |