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 | $70,354 | $86,286-18.5% | $111,297-36.8% | $85,850-18.0% |
| Participation rate | 98.6% | 73.3%+25.2pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 14.85% | 19.99%-5.1pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,388 | $2,043+114.7% | $2,731+60.7% | $2,565+71.0% |
| Participant deferral / active EE | $3,405 | $3,641-6.5% | $4,487-24.1% | $3,952-13.8% |
| Admin fee / account holder | $2,645 | $8,188-67.7% | $7,964-66.8% | $6,260-57.8% |