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 | $60,315 | $95,803-37.0% | $113,168-46.7% | $84,808-28.9% |
| Participation rate | 98.5% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.2pp |
| Annual return | 18.50% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,411 | $2,360+44.6% | $2,975+14.7% | $2,631+29.7% |
| Participant deferral / active EE | $5,764 | $4,242+35.9% | $5,107+12.9% | $4,212+36.9% |
| Admin fee / account holder | $4,302 | $8,989-52.1% | $12,068-64.3% | $7,344-41.4% |