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 | $75,831 | $95,803-20.8% | $113,168-33.0% | $84,808-10.6% |
| Participation rate | 91.4% | 72.9%+18.5pp | 76.6%+14.8pp | 68.3%+23.1pp |
| Annual return | 14.86% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,062 | $2,360-12.6% | $2,975-30.7% | $2,631-21.6% |
| Participant deferral / active EE | $5,428 | $4,242+28.0% | $5,107+6.3% | $4,212+28.9% |
| Admin fee / account holder | $6,546 | $8,989-27.2% | $12,068-45.8% | $7,344-10.9% |