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 | $72,599 | $85,766-15.4% | $136,294-46.7% | $70,131+3.5% |
| Participation rate | 86.0% | 74.2%+11.9pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 16.28% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,093 | $2,966-29.4% | $4,695-55.4% | $2,342-10.6% |
| Participant deferral / active EE | $3,280 | $5,051-35.1% | $6,247-47.5% | $3,332-1.6% |
| Admin fee / account holder | $3,325 | $5,420-38.7% | $9,243-64.0% | $4,645-28.4% |