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 | $78,926 | $95,803-17.6% | $113,168-30.3% | $84,808-6.9% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 23.45% | 25.00%-1.5pp | 24.27%-0.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,204 | $2,360-6.6% | $2,975-25.9% | $2,631-16.2% |
| Participant deferral / active EE | $4,954 | $4,242+16.8% | $5,107-3.0% | $4,212+17.6% |
| Admin fee / account holder | $1,988 | $8,989-77.9% | $12,068-83.5% | $7,344-72.9% |