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 | $56,414 | $72,277-21.9% | $101,248-44.3% | $79,858-29.4% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 20.04% | 22.30%-2.3pp | 46.47%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $7,629 | $2,692+183.4% | $3,660+108.5% | $2,471+208.8% |
| Participant deferral / active EE | $4,666 | $3,282+42.2% | $4,370+6.8% | $3,740+24.8% |
| Admin fee / account holder | $1,566 | $4,400-64.4% | $5,945-73.7% | $5,306-70.5% |