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 | $74,263 | $74,927-0.9% | $101,794-27.0% | $84,808-12.4% |
| Participation rate | 97.5% | 61.4%+36.1pp | 69.2%+28.3pp | 68.3%+29.2pp |
| Annual return | 16.47% | 18.70%-2.2pp | 30.53%-14.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,171 | $1,522+174.1% | $2,289+82.2% | $2,631+58.5% |
| Participant deferral / active EE | $3,136 | $3,099+1.2% | $4,084-23.2% | $4,212-25.5% |
| Admin fee / account holder | $9,922 | $6,514+52.3% | $8,777+13.0% | $7,344+35.1% |