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 | $66,117 | $72,492-8.8% | $87,100-24.1% | $72,985-9.4% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.9%+5.4pp | 69.5%+12.7pp |
| Annual return | 26.41% | 24.46%+2.0pp | 28.19%-1.8pp | 81.00%-54.6pp |
| Employer contribution / active EE | $3,619 | $1,894+91.1% | $2,521+43.5% | $2,440+48.3% |
| Participant deferral / active EE | $7,841 | $3,270+139.8% | $4,049+93.7% | $3,607+117.4% |
| Admin fee / account holder | $1,918 | $5,055-62.0% | $7,497-74.4% | $5,124-62.6% |