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 | $79,031 | $86,929-9.1% | $102,423-22.8% | $80,856-2.3% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 12.14% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,333 | $2,369+40.7% | $3,023+10.2% | $2,755+21.0% |
| Participant deferral / active EE | $2,349 | $4,118-43.0% | $5,053-53.5% | $4,296-45.3% |
| Admin fee / account holder | $10,589 | $8,049+31.6% | $9,451+12.0% | $6,918+53.1% |