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 | $62,661 | $73,933-15.2% | $96,683-35.2% | $75,163-16.6% |
| Participation rate | 94.3% | 66.4%+27.9pp | 74.3%+20.0pp | 67.2%+27.1pp |
| Annual return | 18.75% | 26.70%-8.0pp | 35.69%-16.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,227 | $2,928+10.2% | $3,737-13.6% | $2,670+20.9% |
| Participant deferral / active EE | $6,142 | $3,659+67.9% | $4,878+25.9% | $4,125+48.9% |
| Admin fee / account holder | $3,154 | $5,216-39.5% | $6,730-53.1% | $5,651-44.2% |