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 | $82,087 | $109,413-25.0% | $156,263-47.5% | $84,808-3.2% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 16.38% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,344 | $2,907+15.0% | $4,333-22.8% | $2,631+27.1% |
| Participant deferral / active EE | $10,375 | $4,590+126.0% | $6,158+68.5% | $4,212+146.3% |
| Admin fee / account holder | $7,093 | $9,357-24.2% | $14,255-50.2% | $7,344-3.4% |