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 | $54,686 | $72,492-24.6% | $87,100-37.2% | $72,985-25.1% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,804 | $1,894-4.7% | $2,521-28.4% | $2,440-26.1% |
| Participant deferral / active EE | $4,220 | $3,270+29.1% | $4,049+4.2% | $3,607+17.0% |
| Admin fee / account holder | $5,803 | $5,055+14.8% | $7,497-22.6% | $5,124+13.2% |