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 | $65,460 | $81,446-19.6% | $103,374-36.7% | $80,874-19.1% |
| Participation rate | 73.3% | 66.9%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 13.47% | 25.57%-12.1pp | 24.89%-11.4pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,719 | $3,107-12.5% | $3,869-29.7% | $2,756-1.3% |
| Participant deferral / active EE | $3,452 | $3,870-10.8% | $5,058-31.7% | $4,297-19.7% |
| Admin fee / account holder | $5,832 | $6,715-13.1% | $8,394-30.5% | $6,935-15.9% |