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 | $52,257 | $81,460-35.8% | $103,333-49.4% | $80,856-35.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,230 | $3,105+4.0% | $3,868-16.5% | $2,755+17.2% |
| Participant deferral / active EE | $7,513 | $3,869+94.2% | $5,057+48.6% | $4,296+74.9% |
| Admin fee / account holder | $2,174 | $6,566-66.9% | $8,355-74.0% | $6,918-68.6% |