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 | $62,959 | $72,492-13.2% | $87,100-27.7% | $72,985-13.7% |
| Participation rate | 81.4% | 72.8%+8.5pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 16.87% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,866 | $1,894-1.5% | $2,521-26.0% | $2,440-23.5% |
| Participant deferral / active EE | $3,687 | $3,270+12.8% | $4,049-8.9% | $3,607+2.2% |
| Admin fee / account holder | $5,289 | $5,055+4.6% | $7,497-29.4% | $5,124+3.2% |