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 | $73,738 | $77,503-4.9% | $100,391-26.5% | $80,856-8.8% |
| Participation rate | 80.5% | 76.9%+3.5pp | 81.5%-1.0pp | 67.6%+12.8pp |
| Annual return | 13.35% | 37.20%-23.9pp | 49.20%-35.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,026 | $2,801-27.7% | $3,942-48.6% | $2,755-26.4% |
| Participant deferral / active EE | $6,620 | $6,820-2.9% | $8,082-18.1% | $4,296+54.1% |
| Admin fee / account holder | $3,555 | $5,897-39.7% | $7,899-55.0% | $6,918-48.6% |