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 | $74,418 | $76,552-2.8% | $123,892-39.9% | $62,891+18.3% |
| Participation rate | 90.5% | 73.0%+17.5pp | 81.4%+9.1pp | 69.3%+21.2pp |
| Annual return | 8.27% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,503 | $2,883+56.2% | $4,617-2.5% | $2,281+97.4% |
| Participant deferral / active EE | $6,688 | $4,840+38.2% | $5,984+11.8% | $3,203+108.8% |
| Admin fee / account holder | $4,306 | $4,826-10.8% | $8,357-48.5% | $4,296+0.3% |