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 | $71,602 | $76,367-6.2% | $93,606-23.5% | $72,985-1.9% |
| Participation rate | 82.1% | 71.7%+10.4pp | 75.8%+6.3pp | 69.5%+12.7pp |
| Annual return | 21.28% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,784 | $2,275-21.6% | $2,718-34.4% | $2,440-26.9% |
| Participant deferral / active EE | $2,433 | $3,538-31.2% | $4,069-40.2% | $3,607-32.6% |
| Admin fee / account holder | $1,062 | $6,838-84.5% | $7,888-86.5% | $5,124-79.3% |