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 | $68,177 | $95,803-28.8% | $113,168-39.8% | $84,808-19.6% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 14.32% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,585 | $2,360+9.6% | $2,975-13.1% | $2,631-1.7% |
| Participant deferral / active EE | $4,434 | $4,242+4.5% | $5,107-13.2% | $4,212+5.3% |
| Admin fee / account holder | $5,834 | $8,989-35.1% | $12,068-51.7% | $7,344-20.6% |