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 | $77,640 | $95,803-19.0% | $113,168-31.4% | $84,808-8.5% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,724 | $2,360-26.9% | $2,975-42.1% | $2,631-34.5% |
| Participant deferral / active EE | $2,649 | $4,242-37.5% | $5,107-48.1% | $4,212-37.1% |
| Admin fee / account holder | $15,284 | $8,989+70.0% | $12,068+26.7% | $7,344+108.1% |