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 | $54,503 | $58,523-6.9% | $99,443-45.2% | $72,985-25.3% |
| Participation rate | 77.6% | 64.6%+13.0pp | 73.8%+3.8pp | 69.5%+8.1pp |
| Annual return | 21.74% | 28.51%-6.8pp | 30.72%-9.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,203 | $1,512-20.5% | $2,540-52.6% | $2,440-50.7% |
| Participant deferral / active EE | $3,581 | $2,606+37.4% | $3,619-1.0% | $3,607-0.7% |
| Admin fee / account holder | $10,896 | $4,102+165.6% | $6,250+74.3% | $5,124+112.6% |