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 | $75,672 | $95,803-21.0% | $113,168-33.1% | $84,808-10.8% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.6pp |
| Annual return | 16.64% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,259 | $2,360+80.5% | $2,975+43.2% | $2,631+61.9% |
| Participant deferral / active EE | $7,664 | $4,242+80.7% | $5,107+50.1% | $4,212+82.0% |
| Admin fee / account holder | $17,760 | $8,989+97.6% | $12,068+47.2% | $7,344+141.8% |