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 | $75,174 | $81,460-7.7% | $103,333-27.3% | $80,856-7.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 19.18% | 25.55%-6.4pp | 24.88%-5.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,580 | $3,105+15.3% | $3,868-7.4% | $2,755+30.0% |
| Participant deferral / active EE | $6,519 | $3,869+68.5% | $5,057+28.9% | $4,296+51.8% |
| Admin fee / account holder | $7,511 | $6,566+14.4% | $8,355-10.1% | $6,918+8.6% |