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 | $60,873 | $80,673-24.5% | $101,326-39.9% | $84,808-28.2% |
| Participation rate | 91.5% | 77.8%+13.7pp | 81.5%+10.0pp | 68.3%+23.2pp |
| Annual return | 23.91% | 38.95%-15.0pp | 36.82%-12.9pp | 40.90%-17.0pp |
| Employer contribution / active EE | $5,172 | $2,698+91.7% | $3,665+41.1% | $2,631+96.6% |
| Participant deferral / active EE | $9,436 | $6,840+37.9% | $7,994+18.0% | $4,212+124.0% |
| Admin fee / account holder | $6,208 | $12,784-51.4% | $11,185-44.5% | $7,344-15.5% |