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 | $71,802 | $72,277-0.7% | $101,248-29.1% | $79,858-10.1% |
| Participation rate | 88.7% | 68.5%+20.2pp | 75.8%+12.9pp | 69.6%+19.0pp |
| Annual return | 19.26% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,745 | $2,692+2.0% | $3,660-25.0% | $2,471+11.1% |
| Participant deferral / active EE | $1,492 | $3,282-54.5% | $4,370-65.9% | $3,740-60.1% |
| Admin fee / account holder | $1,245 | $4,400-71.7% | $5,945-79.1% | $5,306-76.5% |