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 | $52,584 | $54,762-4.0% | $90,281-41.8% | $72,985-28.0% |
| Participation rate | 82.1% | 65.1%+16.9pp | 73.3%+8.8pp | 69.5%+12.6pp |
| Annual return | 18.67% | 30.63%-12.0pp | 78.10%-59.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $4,057 | $2,092+93.9% | $2,854+42.1% | $2,440+66.3% |
| Participant deferral / active EE | $5,529 | $2,887+91.5% | $3,885+42.3% | $3,607+53.3% |
| Admin fee / account holder | $3,702 | $3,972-6.8% | $5,351-30.8% | $5,124-27.7% |