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 | $53,842 | $79,944-32.6% | $98,439-45.3% | $75,163-28.4% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 19.72% | 19.75%0pp | 21.16%-1.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,596 | $2,264+58.9% | $3,048+18.0% | $2,670+34.7% |
| Participant deferral / active EE | $4,059 | $3,752+8.2% | $4,738-14.3% | $4,125-1.6% |
| Admin fee / account holder | $3,669 | $6,840-46.4% | $8,948-59.0% | $5,651-35.1% |