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 | $74,324 | $67,606+9.9% | $82,313-9.7% | $70,131+6.0% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 23.71% | 21.57%+2.1pp | 25.88%-2.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $1,387 | $1,755-21.0% | $2,428-42.9% | $2,342-40.8% |
| Participant deferral / active EE | $2,397 | $2,987-19.8% | $3,706-35.3% | $3,332-28.1% |
| Admin fee / account holder | $13,040 | $4,512+189.0% | $5,608+132.5% | $4,645+180.7% |