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 | $53,973 | $55,706-3.1% | $75,886-28.9% | $72,985-26.0% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.3%+27.9pp | 69.5%+27.7pp |
| Annual return | 18.44% | 27.59%-9.2pp | 30.76%-12.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,880 | $1,687+11.5% | $2,500-24.8% | $2,440-22.9% |
| Participant deferral / active EE | $2,912 | $2,634+10.6% | $3,603-19.2% | $3,607-19.3% |
| Admin fee / account holder | $1,185 | $3,978-70.2% | $5,418-78.1% | $5,124-76.9% |