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 | $78,213 | $95,803-18.4% | $113,168-30.9% | $84,808-7.8% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 16.17% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,094 | $2,360-11.3% | $2,975-29.6% | $2,631-20.4% |
| Participant deferral / active EE | $3,445 | $4,242-18.8% | $5,107-32.5% | $4,212-18.2% |
| Admin fee / account holder | $6,553 | $8,989-27.1% | $12,068-45.7% | $7,344-10.8% |