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 5-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 | $70,407 | $71,516-1.6% | $98,439-28.5% | $71,457-1.5% |
| Participation rate | 89.1% | 72.7%+16.4pp | 75.2%+14.0pp | 67.9%+21.2pp |
| Annual return | 24.86% | 32.41%-7.5pp | 21.16%+3.7pp | 28.85%-4.0pp |
| Employer contribution / active EE | $2,480 | $2,399+3.4% | $3,048-18.6% | $2,588-4.1% |
| Participant deferral / active EE | $17,411 | $4,109+323.8% | $4,738+267.5% | $4,289+306.0% |
| Admin fee / account holder | $6,579 | $1,675+292.9% | $8,948-26.5% | $1,587+314.5% |