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 4-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 | $47,373 | $87,166-45.7% | $76,735-38.3% | $137,256-65.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 23.40% | 26.50%-3.1pp | 29.77%-6.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,598 | $2,904+23.9% | $2,454+46.6% | $4,156-13.4% |
| Participant deferral / active EE | $7,984 | $4,726+68.9% | $4,088+95.3% | $6,407+24.6% |
| Admin fee / account holder | $4,374 | $8,403-47.9% | $7,189-39.2% | $12,270-64.4% |