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 | $74,662 | $78,672-5.1% | $109,143-31.6% | $85,850-13.0% |
| Participation rate | 72.4% | 68.3%+4.1pp | 75.9%-3.5pp | 69.3%+3.1pp |
| Annual return | 14.97% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,155 | $2,735-21.2% | $3,722-42.1% | $2,565-16.0% |
| Participant deferral / active EE | $4,050 | $3,467+16.8% | $4,653-13.0% | $3,952+2.5% |
| Admin fee / account holder | $2,728 | $5,469-50.1% | $6,752-59.6% | $6,260-56.4% |