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 | $62,795 | $67,606-7.1% | $82,313-23.7% | $70,131-10.5% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 13.25% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $4,026 | $1,755+129.4% | $2,428+65.8% | $2,342+71.9% |
| Participant deferral / active EE | $3,597 | $2,987+20.4% | $3,706-2.9% | $3,332+8.0% |
| Admin fee / account holder | $4,956 | $4,512+9.8% | $5,608-11.6% | $4,645+6.7% |