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 | $58,195 | $67,606-13.9% | $82,313-29.3% | $70,131-17.0% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,576 | $1,755-10.2% | $2,428-35.1% | $2,342-32.7% |
| Participant deferral / active EE | $2,792 | $2,987-6.5% | $3,706-24.7% | $3,332-16.2% |
| Admin fee / account holder | $7,106 | $4,512+57.5% | $5,608+26.7% | $4,645+53.0% |