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 | $66,006 | $72,277-8.7% | $101,248-34.8% | $79,858-17.3% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,309 | $2,692-14.2% | $3,660-36.9% | $2,471-6.5% |
| Participant deferral / active EE | $5,715 | $3,282+74.1% | $4,370+30.8% | $3,740+52.8% |
| Admin fee / account holder | $5,242 | $4,400+19.1% | $5,945-11.8% | $5,306-1.2% |