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 | $71,839 | $116,875-38.5% | $284,014-74.7% | $116,875-38.5% |
| Participation rate | 81.3% | 74.5%+6.7pp | 78.2%+3.1pp | 74.5%+6.7pp |
| Annual return | 23.03% | 16.29%+6.7pp | -6.84%+29.9pp | 16.29%+6.7pp |
| Employer contribution / active EE | $3,272 | $3,288-0.5% | $4,497-27.2% | $3,288-0.5% |
| Participant deferral / active EE | $5,315 | $3,885+36.8% | $5,463-2.7% | $3,885+36.8% |
| Admin fee / account holder | $19,859 | $12,263+61.9% | $16,425+20.9% | $12,263+61.9% |