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 | $68,941 | $83,477-17.4% | $125,175-44.9% | $72,985-5.5% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.6pp | 69.5%+12.9pp |
| Annual return | 19.91% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,309 | $2,345+83.8% | $3,865+11.5% | $2,440+76.6% |
| Participant deferral / active EE | $5,267 | $3,585+46.9% | $4,937+6.7% | $3,607+46.0% |
| Admin fee / account holder | $3,914 | $5,517-29.1% | $9,702-59.7% | $5,124-23.6% |