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 | $88,030 | $94,625-7.0% | $116,228-24.3% | $84,808+3.8% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.6%+22.9pp | 68.3%+29.1pp |
| Annual return | 12.36% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,422 | $2,347+3.2% | $2,994-19.1% | $2,631-7.9% |
| Participant deferral / active EE | $7,195 | $3,972+81.2% | $4,953+45.3% | $4,212+70.8% |
| Admin fee / account holder | $8,055 | $10,091-20.2% | $11,989-32.8% | $7,344+9.7% |