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 | $54,655 | $72,492-24.6% | $87,100-37.3% | $72,985-25.1% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 28.27% | 24.46%+3.8pp | 28.19%+0.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $1,089 | $1,894-42.5% | $2,521-56.8% | $2,440-55.4% |
| Participant deferral / active EE | $4,348 | $3,270+33.0% | $4,049+7.4% | $3,607+20.5% |
| Admin fee / account holder | $8,152 | $5,055+61.3% | $7,497+8.7% | $5,124+59.1% |