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 | $76,568 | $77,503-1.2% | $100,391-23.7% | $80,856-5.3% |
| Participation rate | 77.6% | 76.9%+0.6pp | 81.5%-3.9pp | 67.6%+9.9pp |
| Annual return | 13.42% | 37.20%-23.8pp | 49.20%-35.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,323 | $2,801+18.6% | $3,942-15.7% | $2,755+20.6% |
| Participant deferral / active EE | $4,016 | $6,820-41.1% | $8,082-50.3% | $4,296-6.5% |
| Admin fee / account holder | $27,428 | $5,897+365.1% | $7,899+247.2% | $6,918+296.5% |