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 | $41,134 | $45,035-8.7% | $62,995-34.7% | $70,131-41.3% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 12.13% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $3,907 | $2,051+90.5% | $2,759+41.6% | $2,342+66.8% |
| Participant deferral / active EE | $4,391 | $2,465+78.2% | $3,329+31.9% | $3,332+31.8% |
| Admin fee / account holder | $2,019 | $2,834-28.8% | $3,600-43.9% | $4,645-56.5% |