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 | $81,980 | $148,978-45.0% | $200,582-59.1% | $84,808-3.3% |
| Participation rate | 87.0% | 84.2%+2.7pp | 86.9%+0.1pp | 68.3%+18.6pp |
| Annual return | 13.22% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,669 | $4,815-44.6% | $6,419-58.4% | $2,631+1.4% |
| Participant deferral / active EE | $3,549 | $7,142-50.3% | $9,331-62.0% | $4,212-15.7% |
| Admin fee / account holder | $3,557 | $13,977-74.5% | $16,305-78.2% | $7,344-51.6% |