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 | $42,011 | $81,460-48.4% | $103,333-59.3% | $80,856-48.0% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 15.05% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,839 | $3,105-8.6% | $3,868-26.6% | $2,755+3.0% |
| Participant deferral / active EE | $5,798 | $3,869+49.9% | $5,057+14.6% | $4,296+35.0% |
| Admin fee / account holder | $1,444 | $6,566-78.0% | $8,355-82.7% | $6,918-79.1% |