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 | $63,205 | $95,803-34.0% | $113,168-44.1% | $84,808-25.5% |
| Participation rate | 97.5% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 18.63% | 25.00%-6.4pp | 24.27%-5.6pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,159 | $2,360-8.5% | $2,975-27.4% | $2,631-17.9% |
| Participant deferral / active EE | $5,335 | $4,242+25.8% | $5,107+4.5% | $4,212+26.7% |
| Admin fee / account holder | $3,767 | $8,989-58.1% | $12,068-68.8% | $7,344-48.7% |