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 | $56,214 | $56,897-1.2% | $84,750-33.7% | $62,891-10.6% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 14.21% | 6.30%+7.9pp | 22.78%-8.6pp | 20.14%-5.9pp |
| Employer contribution / active EE | $3,803 | $2,400+58.5% | $3,574+6.4% | $2,281+66.7% |
| Participant deferral / active EE | $5,318 | $2,709+96.3% | $3,712+43.3% | $3,203+66.0% |
| Admin fee / account holder | $762 | $3,581-78.7% | $5,332-85.7% | $4,296-82.3% |