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 | $64,376 | $67,606-4.8% | $82,313-21.8% | $70,131-8.2% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 20.55% | 21.57%-1.0pp | 25.88%-5.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $834 | $1,755-52.4% | $2,428-65.6% | $2,342-64.4% |
| Participant deferral / active EE | $3,188 | $2,987+6.7% | $3,706-14.0% | $3,332-4.3% |
| Admin fee / account holder | $591 | $4,512-86.9% | $5,608-89.5% | $4,645-87.3% |