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 | $63,561 | $73,933-14.0% | $96,683-34.3% | $75,163-15.4% |
| Participation rate | 83.9% | 66.4%+17.5pp | 74.3%+9.6pp | 67.2%+16.7pp |
| Annual return | 17.47% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,204 | $2,928+9.4% | $3,737-14.3% | $2,670+20.0% |
| Participant deferral / active EE | $6,519 | $3,659+78.2% | $4,878+33.6% | $4,125+58.0% |
| Admin fee / account holder | $3,668 | $5,216-29.7% | $6,730-45.5% | $5,651-35.1% |