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 | $71,660 | $80,717-11.2% | $154,803-53.7% | $84,808-15.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 21.39% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $6,615 | $2,761+139.6% | $4,305+53.6% | $2,631+151.4% |
| Participant deferral / active EE | $5,266 | $3,303+59.4% | $5,540-5.0% | $4,212+25.0% |
| Admin fee / account holder | $1,361 | $6,746-79.8% | $14,329-90.5% | $7,344-81.5% |