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 | $65,768 | $77,899-15.6% | $149,673-56.1% | $75,163-12.5% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 13.91% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,253 | $3,137+3.7% | $4,818-32.5% | $2,670+21.8% |
| Participant deferral / active EE | $4,136 | $3,411+21.2% | $5,680-27.2% | $4,125+0.3% |
| Admin fee / account holder | $4,887 | $5,956-18.0% | $13,210-63.0% | $5,651-13.5% |