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 | $71,607 | $76,367-6.2% | $93,606-23.5% | $72,985-1.9% |
| Participation rate | 92.2% | 71.7%+20.5pp | 75.8%+16.4pp | 69.5%+22.7pp |
| Annual return | 24.81% | 25.82%-1.0pp | 32.76%-8.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,085 | $2,275-8.3% | $2,718-23.3% | $2,440-14.5% |
| Participant deferral / active EE | $5,702 | $3,538+61.2% | $4,069+40.1% | $3,607+58.1% |
| Admin fee / account holder | $2,384 | $6,838-65.1% | $7,888-69.8% | $5,124-53.5% |