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 | $56,172 | $72,492-22.5% | $87,100-35.5% | $72,985-23.0% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 20.30% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,125 | $1,894+12.2% | $2,521-15.7% | $2,440-12.9% |
| Participant deferral / active EE | $5,366 | $3,270+64.1% | $4,049+32.5% | $3,607+48.8% |
| Admin fee / account holder | $3,766 | $5,055-25.5% | $7,497-49.8% | $5,124-26.5% |