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 | $72,106 | $99,985-27.9% | $146,665-50.8% | $85,850-16.0% |
| Participation rate | 76.5% | 73.1%+3.5pp | 80.1%-3.5pp | 69.3%+7.2pp |
| Annual return | 24.10% | 18.93%+5.2pp | 22.74%+1.4pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,352 | $2,559-8.1% | $4,136-43.1% | $2,565-8.3% |
| Participant deferral / active EE | $4,329 | $4,006+8.1% | $5,506-21.4% | $3,952+9.6% |
| Admin fee / account holder | $4,200 | $7,702-45.5% | $10,280-59.1% | $6,260-32.9% |