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 | $62,224 | $80,717-22.9% | $154,803-59.8% | $84,808-26.6% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,410 | $2,761+23.5% | $4,305-20.8% | $2,631+29.6% |
| Participant deferral / active EE | $5,188 | $3,303+57.1% | $5,540-6.4% | $4,212+23.2% |
| Admin fee / account holder | $5,370 | $6,746-20.4% | $14,329-62.5% | $7,344-26.9% |