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 | $54,737 | $67,606-19.0% | $82,313-33.5% | $70,131-22.0% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 13.67% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,188 | $1,755-32.3% | $2,428-51.1% | $2,342-49.3% |
| Participant deferral / active EE | $6,168 | $2,987+106.5% | $3,706+66.4% | $3,332+85.1% |
| Admin fee / account holder | $3,577 | $4,512-20.7% | $5,608-36.2% | $4,645-23.0% |