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 | $74,334 | $95,453-22.1% | $112,040-33.7% | $82,448-9.8% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | 15.52% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,583 | $2,318+11.4% | $2,954-12.6% | $2,551+1.2% |
| Participant deferral / active EE | $5,292 | $4,224+25.3% | $5,098+3.8% | $4,139+27.9% |
| Admin fee / account holder | $7,261 | $9,013-19.4% | $12,098-40.0% | $7,234+0.4% |