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 | $66,508 | $109,413-39.2% | $156,263-57.4% | $84,808-21.6% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.9%+5.4pp | 68.3%+16.0pp |
| Annual return | 15.84% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,550 | $2,907-12.3% | $4,333-41.2% | $2,631-3.1% |
| Participant deferral / active EE | $4,150 | $4,590-9.6% | $6,158-32.6% | $4,212-1.5% |
| Admin fee / account holder | $14,370 | $9,357+53.6% | $14,255+0.8% | $7,344+95.7% |