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 | $52,227 | $53,018-1.5% | $70,014-25.4% | $62,891-17.0% |
| Participation rate | 98.7% | 67.2%+31.5pp | 71.8%+26.9pp | 69.3%+29.4pp |
| Annual return | 8.47% | 13.35%-4.9pp | 12.99%-4.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,029 | $1,799+12.8% | $2,338-13.2% | $2,281-11.0% |
| Participant deferral / active EE | $2,357 | $2,395-1.6% | $2,931-19.6% | $3,203-26.4% |
| Admin fee / account holder | $19,075 | $3,690+417.0% | $4,380+335.5% | $4,296+344.1% |