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 | $67,511 | $58,828+14.8% | $77,999-13.4% | $62,891+7.3% |
| Participation rate | 76.3% | 71.1%+5.3pp | 75.5%+0.8pp | 69.3%+7.0pp |
| Annual return | 10.24% | 17.16%-6.9pp | 425.96%-415.7pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,571 | $1,672-6.0% | $2,470-36.4% | $2,281-31.1% |
| Participant deferral / active EE | $3,808 | $2,686+41.8% | $3,497+8.9% | $3,203+18.9% |
| Admin fee / account holder | $4,236 | $4,393-3.6% | $5,480-22.7% | $4,296-1.4% |