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 | $65,878 | $80,717-18.4% | $154,803-57.4% | $84,808-22.3% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 13.26% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,303 | $2,761+19.6% | $4,305-23.3% | $2,631+25.6% |
| Participant deferral / active EE | $5,478 | $3,303+65.8% | $5,540-1.1% | $4,212+30.1% |
| Admin fee / account holder | $24,840 | $6,746+268.2% | $14,329+73.4% | $7,344+238.2% |