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 8-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 | $76,613 | $95,803-20.0% | $113,168-32.3% | $84,808-9.7% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 21.21% | 25.00%-3.8pp | 24.27%-3.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,771 | $2,360-25.0% | $2,975-40.5% | $2,631-32.7% |
| Participant deferral / active EE | $4,827 | $4,242+13.8% | $5,107-5.5% | $4,212+14.6% |
| Admin fee / account holder | $7,488 | $8,989-16.7% | $12,068-38.0% | $7,344+2.0% |