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 | $68,737 | $94,625-27.4% | $116,228-40.9% | $84,808-18.9% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 14.19% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,184 | $2,347+35.7% | $2,994+6.3% | $2,631+21.0% |
| Participant deferral / active EE | $2,906 | $3,972-26.8% | $4,953-41.3% | $4,212-31.0% |
| Admin fee / account holder | $5,972 | $10,091-40.8% | $11,989-50.2% | $7,344-18.7% |