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 | $66,282 | $75,963-12.7% | $97,995-32.4% | $70,131-5.5% |
| Participation rate | 86.1% | 77.0%+9.1pp | 82.4%+3.7pp | 69.5%+16.6pp |
| Annual return | 15.45% | 19.26%-3.8pp | 23.94%-8.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,240 | $3,278-1.2% | $4,158-22.1% | $2,342+38.3% |
| Participant deferral / active EE | $4,405 | $4,053+8.7% | $5,097-13.6% | $3,332+32.2% |
| Admin fee / account holder | $1,222 | $5,407-77.4% | $5,943-79.4% | $4,645-73.7% |