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 | $55,628 | $81,460-31.7% | $103,333-46.2% | $80,856-31.2% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.6%+29.2pp |
| Annual return | 27.75% | 25.55%+2.2pp | 24.88%+2.9pp | 35.59%-7.8pp |
| Employer contribution / active EE | $8,139 | $3,105+162.1% | $3,868+110.4% | $2,755+195.4% |
| Participant deferral / active EE | $6,087 | $3,869+57.4% | $5,057+20.4% | $4,296+41.7% |
| Admin fee / account holder | $3,180 | $6,566-51.6% | $8,355-61.9% | $6,918-54.0% |