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 | $82,453 | $125,758-34.4% | $169,993-51.5% | $75,163+9.7% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 20.84% | 27.20%-6.4pp | 53.37%-32.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $6,075 | $4,615+31.6% | $6,785-10.5% | $2,670+127.5% |
| Participant deferral / active EE | $10,103 | $6,837+47.8% | $10,408-2.9% | $4,125+144.9% |
| Admin fee / account holder | $1,425 | $8,173-82.6% | $12,815-88.9% | $5,651-74.8% |