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 | $73,766 | $80,717-8.6% | $154,803-52.3% | $84,808-13.0% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 15.69% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,789 | $2,761+1.0% | $4,305-35.2% | $2,631+6.0% |
| Participant deferral / active EE | $3,791 | $3,303+14.8% | $5,540-31.6% | $4,212-10.0% |
| Admin fee / account holder | $2,380 | $6,746-64.7% | $14,329-83.4% | $7,344-67.6% |