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 | $58,014 | $62,127-6.6% | $81,382-28.7% | $74,495-22.1% |
| Participation rate | 70.8% | 64.0%+6.7pp | 69.5%+1.3pp | 67.2%+3.6pp |
| Annual return | 16.64% | 16.48%+0.2pp | 24.73%-8.1pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,519 | $1,882+33.8% | $2,463+2.3% | $2,623-4.0% |
| Participant deferral / active EE | $5,361 | $3,229+66.0% | $3,883+38.1% | $4,346+23.4% |
| Admin fee / account holder | $7,852 | $1,934+305.9% | $5,768+36.1% | $1,942+304.4% |