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 6-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 | $68,877 | $110,261-37.5% | $95,745-28.1% | $139,434-50.6% |
| Participation rate | 72.2% | 75.8%-3.5pp | 72.3%0pp | 80.3%-8.1pp |
| Annual return | 18.39% | 27.11%-8.7pp | 28.35%-10.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,325 | $3,257+32.8% | $2,835+52.6% | $4,751-9.0% |
| Participant deferral / active EE | $7,538 | $4,676+61.2% | $4,245+77.6% | $6,710+12.3% |
| Admin fee / account holder | $2,543 | $6,613-61.5% | $5,678-55.2% | $11,403-77.7% |