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 | $58,642 | $76,552-23.4% | $123,892-52.7% | $62,891-6.8% |
| Participation rate | 96.1% | 73.0%+23.1pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,588 | $2,883-44.9% | $4,617-65.6% | $2,281-30.4% |
| Participant deferral / active EE | $4,930 | $4,840+1.9% | $5,984-17.6% | $3,203+53.9% |
| Admin fee / account holder | $2,399 | $4,826-50.3% | $8,357-71.3% | $4,296-44.1% |