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 | $67,962 | $71,516-5.0% | $98,439-31.0% | $71,457-4.9% |
| Participation rate | 78.4% | 72.7%+5.7pp | 75.2%+3.3pp | 67.9%+10.5pp |
| Annual return | 21.92% | 32.41%-10.5pp | 21.16%+0.8pp | 28.85%-6.9pp |
| Employer contribution / active EE | $2,847 | $2,399+18.7% | $3,048-6.6% | $2,588+10.0% |
| Participant deferral / active EE | $4,641 | $4,109+13.0% | $4,738-2.0% | $4,289+8.2% |
| Admin fee / account holder | $723 | $1,675-56.8% | $8,948-91.9% | $1,587-54.5% |