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 | $77,159 | $95,803-19.5% | $113,168-31.8% | $84,808-9.0% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 13.13% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,552 | $2,360+8.2% | $2,975-14.2% | $2,631-3.0% |
| Participant deferral / active EE | $7,642 | $4,242+80.2% | $5,107+49.6% | $4,212+81.5% |
| Admin fee / account holder | $5,351 | $8,989-40.5% | $12,068-55.7% | $7,344-27.1% |