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 9-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 | $55,781 | $95,803-41.8% | $113,168-50.7% | $84,808-34.2% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 17.45% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,594 | $2,360+9.9% | $2,975-12.8% | $2,631-1.4% |
| Participant deferral / active EE | $4,178 | $4,242-1.5% | $5,107-18.2% | $4,212-0.8% |
| Admin fee / account holder | $3,212 | $8,989-64.3% | $12,068-73.4% | $7,344-56.3% |