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 | $58,402 | $72,492-19.4% | $87,100-32.9% | $72,985-20.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.93% | 24.46%-3.5pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,404 | $1,894+26.9% | $2,521-4.7% | $2,440-1.5% |
| Participant deferral / active EE | $5,005 | $3,270+53.1% | $4,049+23.6% | $3,607+38.7% |
| Admin fee / account holder | $4,090 | $5,055-19.1% | $7,497-45.4% | $5,124-20.2% |