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 6-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 | $90,864 | $111,754-18.7% | $103,333-12.1% | $145,922-37.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,328 | $4,212+2.7% | $3,868+11.9% | $4,660-7.1% |
| Participant deferral / active EE | $3,815 | $5,619-32.1% | $5,057-24.6% | $6,688-43.0% |
| Admin fee / account holder | $2,577 | $9,750-73.6% | $8,355-69.2% | $13,397-80.8% |