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 | $75,593 | $67,606+11.8% | $82,313-8.2% | $70,131+7.8% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,929 | $1,755+9.9% | $2,428-20.6% | $2,342-17.6% |
| Participant deferral / active EE | $4,366 | $2,987+46.2% | $3,706+17.8% | $3,332+31.0% |
| Admin fee / account holder | $5,430 | $4,512+20.3% | $5,608-3.2% | $4,645+16.9% |