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 | $75,515 | $101,724-25.8% | $164,813-54.2% | $80,856-6.6% |
| Participation rate | 76.1% | 71.8%+4.3pp | 78.6%-2.5pp | 67.6%+8.5pp |
| Annual return | 18.96% | 16.72%+2.2pp | 69.93%-51.0pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,625 | $2,953-11.1% | $4,341-39.5% | $2,755-4.7% |
| Participant deferral / active EE | $4,498 | $4,477+0.5% | $6,031-25.4% | $4,296+4.7% |
| Admin fee / account holder | $5,930 | $8,227-27.9% | $12,690-53.3% | $6,918-14.3% |