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 | $74,579 | $81,460-8.4% | $103,333-27.8% | $80,856-7.8% |
| Participation rate | 74.7% | 66.8%+7.9pp | 74.5%+0.2pp | 67.6%+7.1pp |
| Annual return | 11.16% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,647 | $3,105-14.8% | $3,868-31.6% | $2,755-3.9% |
| Participant deferral / active EE | $4,634 | $3,869+19.8% | $5,057-8.4% | $4,296+7.9% |
| Admin fee / account holder | $9,218 | $6,566+40.4% | $8,355+10.3% | $6,918+33.3% |