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 | $63,509 | $72,492-12.4% | $87,100-27.1% | $72,985-13.0% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 19.69% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,889 | $1,894-0.2% | $2,521-25.1% | $2,440-22.6% |
| Participant deferral / active EE | $3,363 | $3,270+2.9% | $4,049-16.9% | $3,607-6.8% |
| Admin fee / account holder | $430 | $5,055-91.5% | $7,497-94.3% | $5,124-91.6% |