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 | $74,665 | $95,803-22.1% | $113,168-34.0% | $84,808-12.0% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 14.62% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,671 | $2,360+13.2% | $2,975-10.2% | $2,631+1.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,322 | $8,989-18.5% | $12,068-39.3% | $7,344-0.3% |