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 5-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 | $67,629 | $106,749-36.6% | $145,433-53.5% | $82,448-18.0% |
| Participation rate | 83.0% | 75.6%+7.4pp | 82.1%+0.9pp | 68.1%+15.0pp |
| Annual return | 20.42% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,581 | $3,444+4.0% | $4,554-21.4% | $2,551+40.4% |
| Participant deferral / active EE | $8,991 | $6,519+37.9% | $7,897+13.8% | $4,139+117.2% |
| Admin fee / account holder | $28,877 | $8,390+244.2% | $13,129+120.0% | $7,234+299.2% |