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 | $70,319 | $88,707-20.7% | $74,183-5.2% | $273,961-74.3% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.6%+19.0pp | 83.0%+12.6pp |
| Annual return | 8.13% | 11.94%-3.8pp | 17.74%-9.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,795 | $3,159+51.8% | $2,370+102.3% | $4,869-1.5% |
| Participant deferral / active EE | $3,980 | $4,212-5.5% | $3,550+12.1% | $5,287-24.7% |
| Admin fee / account holder | $3,438 | $8,717-60.6% | $5,586-38.5% | $10,132-66.1% |