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 | $36,867 | $95,803-61.5% | $113,168-67.4% | $84,808-56.5% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 14.38% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,377 | $2,360+0.7% | $2,975-20.1% | $2,631-9.7% |
| Participant deferral / active EE | $5,215 | $4,242+22.9% | $5,107+2.1% | $4,212+23.8% |
| Admin fee / account holder | $1,193 | $8,989-86.7% | $12,068-90.1% | $7,344-83.7% |