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 | $52,622 | $95,803-45.1% | $113,168-53.5% | $84,808-38.0% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 12.99% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,433 | $2,360+3.1% | $2,975-18.2% | $2,631-7.5% |
| Participant deferral / active EE | $2,101 | $4,242-50.5% | $5,107-58.9% | $4,212-50.1% |
| Admin fee / account holder | $11,806 | $8,989+31.3% | $12,068-2.2% | $7,344+60.8% |