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 5-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 | $78,871 | $95,803-17.7% | $113,168-30.3% | $84,808-7.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.62% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,428 | $2,360+172.4% | $2,975+116.1% | $2,631+144.3% |
| Participant deferral / active EE | $4,941 | $4,242+16.5% | $5,107-3.2% | $4,212+17.3% |
| Admin fee / account holder | $2,906 | $8,989-67.7% | $12,068-75.9% | $7,344-60.4% |