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 | $58,165 | $60,349-3.6% | $74,183-21.6% | $62,891-7.5% |
| Participation rate | 71.8% | 72.7%-0.9pp | 76.6%-4.8pp | 69.3%+2.5pp |
| Annual return | 6.45% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,484 | $1,680+47.9% | $2,370+4.8% | $2,281+8.9% |
| Participant deferral / active EE | $5,022 | $2,856+75.8% | $3,550+41.5% | $3,203+56.8% |
| Admin fee / account holder | $5,297 | $4,261+24.3% | $5,586-5.2% | $4,296+23.3% |