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 | $79,532 | $86,929-8.5% | $102,423-22.3% | $80,856-1.6% |
| Participation rate | 80.4% | 72.4%+8.1pp | 76.5%+3.9pp | 67.6%+12.8pp |
| Annual return | 11.82% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,387 | $2,369-41.5% | $3,023-54.1% | $2,755-49.7% |
| Participant deferral / active EE | $5,888 | $4,118+43.0% | $5,053+16.5% | $4,296+37.1% |
| Admin fee / account holder | $8,895 | $8,049+10.5% | $9,451-5.9% | $6,918+28.6% |