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 | $79,946 | $95,803-16.6% | $113,168-29.4% | $84,808-5.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.41% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $742 | $2,360-68.6% | $2,975-75.1% | $2,631-71.8% |
| Participant deferral / active EE | $5,127 | $4,242+20.9% | $5,107+0.4% | $4,212+21.7% |
| Admin fee / account holder | $11,791 | $8,989+31.2% | $12,068-2.3% | $7,344+60.6% |