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 9-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 | $60,652 | $45,073+34.6% | $69,455-12.7% | $72,985-16.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.35% | 22.65%-9.3pp | 28.97%-15.6pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,866 | $2,054-9.2% | $2,779-32.9% | $2,440-23.5% |
| Participant deferral / active EE | $2,409 | $2,602-7.4% | $3,535-31.9% | $3,607-33.2% |
| Admin fee / account holder | $2,964 | $3,056-3.0% | $3,839-22.8% | $5,124-42.2% |