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 | $71,888 | $138,385-48.1% | $184,200-61.0% | $80,874-11.1% |
| Participation rate | 93.0% | 83.9%+9.1pp | 86.8%+6.2pp | 67.6%+25.3pp |
| Annual return | 19.67% | 20.02%-0.3pp | 28.80%-9.1pp | 35.62%-15.9pp |
| Employer contribution / active EE | $2,406 | $4,849-50.4% | $6,424-62.5% | $2,756-12.7% |
| Participant deferral / active EE | $5,954 | $7,073-15.8% | $9,132-34.8% | $4,297+38.6% |
| Admin fee / account holder | $1,867 | $10,483-82.2% | $13,907-86.6% | $6,935-73.1% |