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 | $78,229 | $81,460-4.0% | $103,333-24.3% | $80,856-3.2% |
| Participation rate | 73.0% | 66.8%+6.2pp | 74.5%-1.5pp | 67.6%+5.4pp |
| Annual return | 12.04% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,792 | $3,105-10.1% | $3,868-27.8% | $2,755+1.4% |
| Participant deferral / active EE | $4,911 | $3,869+27.0% | $5,057-2.9% | $4,296+14.3% |
| Admin fee / account holder | $11,995 | $6,566+82.7% | $8,355+43.6% | $6,918+73.4% |