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 | $75,823 | $73,933+2.6% | $96,683-21.6% | $75,163+0.9% |
| Participation rate | 78.6% | 66.4%+12.1pp | 74.3%+4.2pp | 67.2%+11.4pp |
| Annual return | 18.45% | 26.70%-8.3pp | 35.69%-17.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,768 | $2,928-5.5% | $3,737-25.9% | $2,670+3.7% |
| Participant deferral / active EE | $4,516 | $3,659+23.4% | $4,878-7.4% | $4,125+9.5% |
| Admin fee / account holder | $5,406 | $5,216+3.6% | $6,730-19.7% | $5,651-4.3% |