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 | $54,050 | $57,065-5.3% | $75,670-28.6% | $70,131-22.9% |
| Participation rate | 90.0% | 68.1%+21.9pp | 72.3%+17.7pp | 69.5%+20.5pp |
| Annual return | 18.86% | 23.57%-4.7pp | 27.34%-8.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,929 | $1,817+6.2% | $2,352-18.0% | $2,342-17.6% |
| Participant deferral / active EE | $2,673 | $2,580+3.6% | $3,142-14.9% | $3,332-19.8% |
| Admin fee / account holder | $1,695 | $3,825-55.7% | $5,800-70.8% | $4,645-63.5% |