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 | $69,955 | $101,724-31.2% | $164,813-57.6% | $80,856-13.5% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 12.63% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,789 | $2,953-5.6% | $4,341-35.7% | $2,755+1.2% |
| Participant deferral / active EE | $4,380 | $4,477-2.2% | $6,031-27.4% | $4,296+2.0% |
| Admin fee / account holder | $5,229 | $8,227-36.4% | $12,690-58.8% | $6,918-24.4% |