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 | $74,309 | $77,503-4.1% | $100,391-26.0% | $80,856-8.1% |
| Participation rate | 82.0% | 76.9%+5.1pp | 81.5%+0.5pp | 67.6%+14.4pp |
| Annual return | 13.88% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,995 | $2,801-28.8% | $3,942-49.4% | $2,755-27.6% |
| Participant deferral / active EE | $4,170 | $6,820-38.9% | $8,082-48.4% | $4,296-2.9% |
| Admin fee / account holder | $5,202 | $5,897-11.8% | $7,899-34.2% | $6,918-24.8% |