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 | $79,700 | $94,625-15.8% | $116,228-31.4% | $84,808-6.0% |
| Participation rate | 90.6% | 70.4%+20.1pp | 74.6%+16.0pp | 68.3%+22.3pp |
| Annual return | 12.49% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,416 | $2,347+45.6% | $2,994+14.1% | $2,631+29.8% |
| Participant deferral / active EE | $4,818 | $3,972+21.3% | $4,953-2.7% | $4,212+14.4% |
| Admin fee / account holder | $5,825 | $10,091-42.3% | $11,989-51.4% | $7,344-20.7% |