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 | $82,199 | $95,453-13.9% | $112,040-26.6% | $82,448-0.3% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,607 | $2,318+12.5% | $2,954-11.7% | $2,551+2.2% |
| Participant deferral / active EE | $5,036 | $4,224+19.2% | $5,098-1.2% | $4,139+21.7% |
| Admin fee / account holder | $11,103 | $9,013+23.2% | $12,098-8.2% | $7,234+53.5% |