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 | $80,435 | $86,929-7.5% | $102,423-21.5% | $80,856-0.5% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 16.19% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,572 | $2,369+8.6% | $3,023-14.9% | $2,755-6.6% |
| Participant deferral / active EE | $5,711 | $4,118+38.7% | $5,053+13.0% | $4,296+32.9% |
| Admin fee / account holder | $6,056 | $8,049-24.8% | $9,451-35.9% | $6,918-12.5% |