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 | $66,906 | $124,425-46.2% | $112,040-40.3% | $137,256-51.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 13.18% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,194 | $3,411-35.7% | $2,954-25.7% | $4,156-47.2% |
| Participant deferral / active EE | $4,105 | $5,718-28.2% | $5,098-19.5% | $6,407-35.9% |
| Admin fee / account holder | $3,375 | $15,207-77.8% | $12,098-72.1% | $12,270-72.5% |