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 | $100,052 | $95,803+4.4% | $113,168-11.6% | $84,808+18.0% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 15.19% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,432 | $2,360+45.4% | $2,975+15.3% | $2,631+30.4% |
| Participant deferral / active EE | $8,879 | $4,242+109.3% | $5,107+73.9% | $4,212+110.8% |
| Admin fee / account holder | $3,380 | $8,989-62.4% | $12,068-72.0% | $7,344-54.0% |