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 | $67,977 | $95,803-29.0% | $113,168-39.9% | $84,808-19.8% |
| Participation rate | 98.8% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.4pp |
| Annual return | 18.61% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,297 | $2,360-2.7% | $2,975-22.8% | $2,631-12.7% |
| Participant deferral / active EE | $5,415 | $4,242+27.6% | $5,107+6.0% | $4,212+28.6% |
| Admin fee / account holder | $628 | $8,989-93.0% | $12,068-94.8% | $7,344-91.5% |