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 | $54,270 | $53,018+2.4% | $70,014-22.5% | $62,891-13.7% |
| Participation rate | 75.6% | 67.2%+8.4pp | 71.8%+3.8pp | 69.3%+6.3pp |
| Annual return | 8.11% | 13.35%-5.2pp | 12.99%-4.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,484 | $1,799+38.1% | $2,338+6.2% | $2,281+8.9% |
| Participant deferral / active EE | $3,697 | $2,395+54.4% | $2,931+26.2% | $3,203+15.4% |
| Admin fee / account holder | $12,380 | $3,690+235.5% | $4,380+182.6% | $4,296+188.2% |