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 | $58,365 | $74,927-22.1% | $101,794-42.7% | $84,808-31.2% |
| Participation rate | 86.0% | 61.4%+24.6pp | 69.2%+16.8pp | 68.3%+17.7pp |
| Annual return | 16.63% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,295 | $1,522+50.8% | $2,289+0.3% | $2,631-12.8% |
| Participant deferral / active EE | $5,811 | $3,099+87.5% | $4,084+42.3% | $4,212+38.0% |
| Admin fee / account holder | $8,531 | $6,514+31.0% | $8,777-2.8% | $7,344+16.2% |