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 | $79,646 | $95,803-16.9% | $113,168-29.6% | $84,808-6.1% |
| Participation rate | 89.0% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.7pp |
| Annual return | 22.14% | 25.00%-2.9pp | 24.27%-2.1pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,501 | $2,360+48.3% | $2,975+17.7% | $2,631+33.1% |
| Participant deferral / active EE | $6,987 | $4,242+64.7% | $5,107+36.8% | $4,212+65.9% |
| Admin fee / account holder | $9,897 | $8,989+10.1% | $12,068-18.0% | $7,344+34.8% |