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 | $57,969 | $87,870-34.0% | $113,168-48.8% | $74,304-22.0% |
| Participation rate | 74.8% | 70.7%+4.0pp | 76.6%-1.8pp | 60.3%+14.4pp |
| Annual return | 14.17% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,666 | $2,277+17.1% | $2,975-10.4% | $2,241+19.0% |
| Participant deferral / active EE | $5,138 | $4,241+21.2% | $5,107+0.6% | $3,767+36.4% |
| Admin fee / account holder | $9,783 | $3,368+190.5% | $12,068-18.9% | $2,969+229.5% |