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 | $62,552 | $109,881-43.1% | $150,045-58.3% | $84,808-26.2% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 19.10% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,148 | $3,561-11.6% | $4,693-32.9% | $2,631+19.6% |
| Participant deferral / active EE | $4,994 | $6,636-24.7% | $7,997-37.6% | $4,212+18.6% |
| Admin fee / account holder | $2,271 | $8,568-73.5% | $13,435-83.1% | $7,344-69.1% |