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 | $78,814 | $138,347-43.0% | $184,203-57.2% | $80,856-2.5% |
| Participation rate | 89.2% | 83.9%+5.4pp | 86.8%+2.4pp | 67.6%+21.6pp |
| Annual return | 19.15% | 20.02%-0.9pp | 28.81%-9.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,382 | $4,850-50.9% | $6,427-62.9% | $2,755-13.5% |
| Participant deferral / active EE | $3,219 | $7,071-54.5% | $9,131-64.7% | $4,296-25.1% |
| Admin fee / account holder | $10,147 | $10,483-3.2% | $13,901-27.0% | $6,918+46.7% |