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 | $65,103 | $72,492-10.2% | $87,100-25.3% | $72,985-10.8% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 16.78% | 24.46%-7.7pp | 28.19%-11.4pp | 81.00%-64.2pp |
| Employer contribution / active EE | $3,875 | $1,894+104.6% | $2,521+53.7% | $2,440+58.8% |
| Participant deferral / active EE | $4,523 | $3,270+38.3% | $4,049+11.7% | $3,607+25.4% |
| Admin fee / account holder | $1,653 | $5,055-67.3% | $7,497-78.0% | $5,124-67.8% |