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 | $90,640 | $95,803-5.4% | $113,168-19.9% | $84,808+6.9% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 13.86% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,918 | $2,360-18.7% | $2,975-35.5% | $2,631-27.1% |
| Participant deferral / active EE | $5,613 | $4,242+32.3% | $5,107+9.9% | $4,212+33.3% |
| Admin fee / account holder | $8,845 | $8,989-1.6% | $12,068-26.7% | $7,344+20.4% |