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 | $61,311 | $65,365-6.2% | $92,893-34.0% | $72,985-16.0% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 21.99% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,388 | $2,594-8.0% | $3,653-34.6% | $2,440-2.1% |
| Participant deferral / active EE | $4,356 | $3,128+39.3% | $4,236+2.8% | $3,607+20.8% |
| Admin fee / account holder | $2,839 | $4,251-33.2% | $5,794-51.0% | $5,124-44.6% |