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 | $76,136 | $95,803-20.5% | $113,168-32.7% | $84,808-10.2% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 16.41% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,676 | $2,360+55.8% | $2,975+23.6% | $2,631+39.7% |
| Participant deferral / active EE | $7,157 | $4,242+68.7% | $5,107+40.1% | $4,212+69.9% |
| Admin fee / account holder | $19,725 | $8,989+119.4% | $12,068+63.5% | $7,344+168.6% |