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 | $63,391 | $67,411-6.0% | $91,001-30.3% | $70,131-9.6% |
| Participation rate | 92.1% | 71.4%+20.7pp | 75.6%+16.5pp | 69.5%+22.6pp |
| Annual return | 16.23% | -40.16%+56.4pp | 4.60%+11.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,530 | $1,786+41.6% | $2,456+3.0% | $2,342+8.0% |
| Participant deferral / active EE | $4,874 | $2,823+72.7% | $3,547+37.4% | $3,332+46.3% |
| Admin fee / account holder | $684 | $4,236-83.9% | $5,417-87.4% | $4,645-85.3% |