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 | $65,914 | $98,750-33.3% | $149,696-56.0% | $79,858-17.5% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 22.53% | 27.43%-4.9pp | 276.60%-254.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $3,357 | $3,216+4.4% | $4,644-27.7% | $2,471+35.9% |
| Participant deferral / active EE | $7,076 | $5,680+24.6% | $6,842+3.4% | $3,740+89.2% |
| Admin fee / account holder | $5,701 | $6,053-5.8% | $9,309-38.8% | $5,306+7.4% |