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 | $72,915 | $83,477-12.7% | $125,175-41.7% | $72,985-0.1% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 27.38% | 25.78%+1.6pp | 43.79%-16.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,804 | $2,345+19.6% | $3,865-27.5% | $2,440+14.9% |
| Participant deferral / active EE | $7,391 | $3,585+106.1% | $4,937+49.7% | $3,607+104.9% |
| Admin fee / account holder | $1,618 | $5,517-70.7% | $9,702-83.3% | $5,124-68.4% |