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 | $70,124 | $70,475-0.5% | $100,516-30.2% | $79,858-12.2% |
| Participation rate | 93.5% | 73.7%+19.9pp | 79.4%+14.1pp | 69.6%+23.9pp |
| Annual return | 47.53% | 21.90%+25.6pp | 30.89%+16.6pp | 31.71%+15.8pp |
| Employer contribution / active EE | $2,097 | $2,165-3.1% | $3,418-38.6% | $2,471-15.1% |
| Participant deferral / active EE | $5,554 | $5,181+7.2% | $6,270-11.4% | $3,740+48.5% |
| Admin fee / account holder | $3,246 | $4,478-27.5% | $8,081-59.8% | $5,306-38.8% |