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 | $55,229 | $75,963-27.3% | $97,995-43.6% | $70,131-21.2% |
| Participation rate | 82.4% | 77.0%+5.4pp | 82.4%0pp | 69.5%+12.8pp |
| Annual return | 19.21% | 19.26%-0.1pp | 23.94%-4.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,642 | $3,278+11.1% | $4,158-12.4% | $2,342+55.5% |
| Participant deferral / active EE | $8,523 | $4,053+110.3% | $5,097+67.2% | $3,332+155.8% |
| Admin fee / account holder | $2,724 | $5,407-49.6% | $5,943-54.2% | $4,645-41.4% |