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 | $70,013 | $101,724-31.2% | $164,813-57.5% | $80,856-13.4% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.6%+4.4pp |
| Annual return | 11.76% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,489 | $2,953-15.7% | $4,341-42.7% | $2,755-9.7% |
| Participant deferral / active EE | $4,157 | $4,477-7.2% | $6,031-31.1% | $4,296-3.2% |
| Admin fee / account holder | $2,855 | $8,227-65.3% | $12,690-77.5% | $6,918-58.7% |