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 | $72,937 | $66,764+9.2% | $88,497-17.6% | $62,891+16.0% |
| Participation rate | 71.7% | 77.3%-5.5pp | 82.4%-10.7pp | 69.3%+2.4pp |
| Annual return | 8.71% | 10.37%-1.7pp | 7.63%+1.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,186 | $3,077+36.0% | $4,036+3.7% | $2,281+83.5% |
| Participant deferral / active EE | $5,489 | $3,976+38.0% | $4,899+12.0% | $3,203+71.4% |
| Admin fee / account holder | $4,919 | $4,668+5.4% | $6,220-20.9% | $4,296+14.5% |