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 | $55,986 | $56,897-1.6% | $84,750-33.9% | $62,891-11.0% |
| Participation rate | 92.4% | 68.5%+23.9pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,457 | $2,709+138.3% | $3,712+74.0% | $3,203+101.6% |
| Admin fee / account holder | $3,931 | $3,581+9.8% | $5,332-26.3% | $4,296-8.5% |