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 6-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 | $70,981 | $100,326-29.2% | $180,183-60.6% | $84,808-16.3% |
| Participation rate | 90.0% | 71.0%+19.0pp | 77.4%+12.6pp | 68.3%+21.7pp |
| Annual return | 19.06% | 17.86%+1.2pp | 27.86%-8.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,911 | $3,269-41.5% | $5,039-62.1% | $2,631-27.4% |
| Participant deferral / active EE | $3,375 | $5,066-33.4% | $6,822-50.5% | $4,212-19.9% |
| Admin fee / account holder | $1,853 | $9,674-80.8% | $19,975-90.7% | $7,344-74.8% |