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 | $57,606 | $109,413-47.4% | $156,263-63.1% | $84,808-32.1% |
| Participation rate | 89.4% | 72.7%+16.7pp | 78.9%+10.5pp | 68.3%+21.1pp |
| Annual return | 17.63% | 20.18%-2.6pp | 59.47%-41.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,583 | $2,907+92.1% | $4,333+28.8% | $2,631+112.2% |
| Participant deferral / active EE | $3,116 | $4,590-32.1% | $6,158-49.4% | $4,212-26.0% |
| Admin fee / account holder | $9,672 | $9,357+3.4% | $14,255-32.1% | $7,344+31.7% |