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 | $68,776 | $78,926-12.9% | $136,749-49.7% | $84,808-18.9% |
| Participation rate | 94.9% | 62.2%+32.7pp | 72.1%+22.7pp | 68.3%+26.6pp |
| Annual return | 17.29% | 18.17%-0.9pp | 24.33%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,797 | $2,134+77.9% | $3,400+11.7% | $2,631+44.3% |
| Participant deferral / active EE | $7,401 | $3,168+133.6% | $4,692+57.7% | $4,212+75.7% |
| Admin fee / account holder | $6,945 | $6,369+9.0% | $11,386-39.0% | $7,344-5.4% |