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 | $50,174 | $54,726-8.3% | $68,793-27.1% | $64,186-21.8% |
| Participation rate | 87.7% | 68.0%+19.7pp | 72.2%+15.5pp | 69.6%+18.2pp |
| Annual return | 20.05% | -1.62%+21.7pp | -4.63%+24.7pp | 7.63%+12.4pp |
| Employer contribution / active EE | $1,435 | $1,846-22.3% | $2,625-45.4% | $2,381-39.7% |
| Participant deferral / active EE | $2,670 | $2,626+1.7% | $3,311-19.4% | $3,470-23.0% |
| Admin fee / account holder | $2,228 | $4,027-44.7% | $5,131-56.6% | $4,888-54.4% |