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 | $69,539 | $78,926-11.9% | $136,749-49.1% | $84,808-18.0% |
| Participation rate | 87.2% | 62.2%+25.1pp | 72.1%+15.1pp | 68.3%+18.9pp |
| Annual return | 18.10% | 18.17%-0.1pp | 24.33%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,373 | $2,134+11.2% | $3,400-30.2% | $2,631-9.8% |
| Participant deferral / active EE | $2,472 | $3,168-22.0% | $4,692-47.3% | $4,212-41.3% |
| Admin fee / account holder | $712 | $6,369-88.8% | $11,386-93.7% | $7,344-90.3% |