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 | $79,865 | $73,933+8.0% | $96,683-17.4% | $75,163+6.3% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 18.06% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,365 | $2,928-53.4% | $3,737-63.5% | $2,670-48.9% |
| Participant deferral / active EE | $2,682 | $3,659-26.7% | $4,878-45.0% | $4,125-35.0% |
| Admin fee / account holder | $3,468 | $5,216-33.5% | $6,730-48.5% | $5,651-38.6% |