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 | $44,611 | $77,899-42.7% | $149,673-70.2% | $75,163-40.6% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 18.23% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,119 | $3,137-0.6% | $4,818-35.3% | $2,670+16.8% |
| Participant deferral / active EE | $7,061 | $3,411+107.0% | $5,680+24.3% | $4,125+71.2% |
| Admin fee / account holder | $6,297 | $5,956+5.7% | $13,210-52.3% | $5,651+11.4% |