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 | $57,714 | $94,031-38.6% | $115,768-50.1% | $82,448-30.0% |
| Participation rate | 98.5% | 70.4%+28.1pp | 74.4%+24.1pp | 68.1%+30.4pp |
| Annual return | 16.13% | 20.61%-4.5pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,415 | $2,323+3.9% | $2,940-17.9% | $2,551-5.3% |
| Participant deferral / active EE | $6,566 | $3,972+65.3% | $4,917+33.6% | $4,139+58.6% |
| Admin fee / account holder | $3,390 | $10,249-66.9% | $12,439-72.8% | $7,234-53.1% |