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 | $63,261 | $80,717-21.6% | $154,803-59.1% | $84,808-25.4% |
| Participation rate | 98.1% | 66.8%+31.3pp | 78.1%+20.0pp | 68.3%+29.8pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,854 | $2,761+39.6% | $4,305-10.5% | $2,631+46.5% |
| Participant deferral / active EE | $8,341 | $3,303+152.5% | $5,540+50.5% | $4,212+98.1% |
| Admin fee / account holder | $6,734 | $6,746-0.2% | $14,329-53.0% | $7,344-8.3% |