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 | $68,063 | $71,516-4.8% | $98,439-30.9% | $71,457-4.7% |
| Participation rate | 95.0% | 72.7%+22.3pp | 75.2%+19.8pp | 67.9%+27.1pp |
| Annual return | 21.50% | 32.41%-10.9pp | 21.16%+0.3pp | 28.85%-7.3pp |
| Employer contribution / active EE | $2,236 | $2,399-6.8% | $3,048-26.6% | $2,588-13.6% |
| Participant deferral / active EE | $6,564 | $4,109+59.8% | $4,738+38.5% | $4,289+53.0% |
| Admin fee / account holder | $5,807 | $1,675+246.7% | $8,948-35.1% | $1,587+265.9% |