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 | $52,604 | $72,277-27.2% | $101,248-48.0% | $79,858-34.1% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.8%-2.0pp | 69.6%+4.2pp |
| Annual return | 23.38% | 22.30%+1.1pp | 46.47%-23.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $2,704 | $2,692+0.5% | $3,660-26.1% | $2,471+9.4% |
| Participant deferral / active EE | $4,952 | $3,282+50.9% | $4,370+13.3% | $3,740+32.4% |
| Admin fee / account holder | $4,070 | $4,400-7.5% | $5,945-31.5% | $5,306-23.3% |