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 | $80,988 | $52,580+54.0% | $71,671+13.0% | $70,131+15.5% |
| Participation rate | 74.4% | 60.9%+13.5pp | 68.7%+5.6pp | 69.5%+4.8pp |
| Annual return | 16.02% | 20.25%-4.2pp | 20.65%-4.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,656 | $1,616+2.5% | $2,460-32.7% | $2,342-29.3% |
| Participant deferral / active EE | $3,400 | $2,386+42.5% | $3,438-1.1% | $3,332+2.0% |
| Admin fee / account holder | $8,698 | $3,653+138.1% | $5,558+56.5% | $4,645+87.2% |