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 | $62,857 | $99,985-37.1% | $146,665-57.1% | $85,850-26.8% |
| Participation rate | 88.0% | 73.1%+14.9pp | 80.1%+7.9pp | 69.3%+18.7pp |
| Annual return | 13.80% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,106 | $2,559-17.7% | $4,136-49.1% | $2,565-17.9% |
| Participant deferral / active EE | $4,043 | $4,006+0.9% | $5,506-26.6% | $3,952+2.3% |
| Admin fee / account holder | $1,805 | $7,702-76.6% | $10,280-82.4% | $6,260-71.2% |