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 | $76,444 | $72,277+5.8% | $101,248-24.5% | $79,858-4.3% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 15.00% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,655 | $2,692-38.5% | $3,660-54.8% | $2,471-33.0% |
| Participant deferral / active EE | $4,268 | $3,282+30.1% | $4,370-2.3% | $3,740+14.1% |
| Admin fee / account holder | $2,064 | $4,400-53.1% | $5,945-65.3% | $5,306-61.1% |