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 | $74,117 | $81,446-9.0% | $103,374-28.3% | $80,874-8.4% |
| Participation rate | 77.1% | 66.9%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 10.90% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,580 | $3,107-49.2% | $3,869-59.2% | $2,756-42.7% |
| Participant deferral / active EE | $2,131 | $3,870-44.9% | $5,058-57.9% | $4,297-50.4% |
| Admin fee / account holder | $1,585 | $6,715-76.4% | $8,394-81.1% | $6,935-77.1% |