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 | $83,516 | $87,870-5.0% | $113,168-26.2% | $74,304+12.4% |
| Participation rate | 72.7% | 70.7%+2.0pp | 76.6%-3.8pp | 60.3%+12.4pp |
| Annual return | 22.67% | 26.44%-3.8pp | 24.27%-1.6pp | 29.43%-6.8pp |
| Employer contribution / active EE | $2,223 | $2,277-2.4% | $2,975-25.3% | $2,241-0.8% |
| Participant deferral / active EE | $4,226 | $4,241-0.3% | $5,107-17.2% | $3,767+12.2% |
| Admin fee / account holder | $972 | $3,368-71.1% | $12,068-91.9% | $2,969-67.3% |