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 | $63,737 | $85,515-25.5% | $112,040-43.1% | $67,986-6.2% |
| Participation rate | 75.9% | 68.2%+7.7pp | 76.5%-0.6pp | 57.2%+18.7pp |
| Annual return | 19.75% | 29.68%-9.9pp | 24.52%-4.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $2,103 | $2,191-4.0% | $2,954-28.8% | $2,019+4.2% |
| Participant deferral / active EE | $6,616 | $4,014+64.8% | $5,098+29.8% | $3,358+97.0% |
| Admin fee / account holder | $3,318 | $3,774-12.1% | $12,098-72.6% | $3,203+3.6% |