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 | $79,187 | $55,706+42.2% | $75,886+4.3% | $72,985+8.5% |
| Participation rate | 71.4% | 61.1%+10.3pp | 69.3%+2.1pp | 69.5%+1.9pp |
| Annual return | 21.40% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,781 | $1,687+5.6% | $2,500-28.8% | $2,440-27.0% |
| Participant deferral / active EE | $4,074 | $2,634+54.7% | $3,603+13.1% | $3,607+12.9% |
| Admin fee / account holder | $12,185 | $3,978+206.3% | $5,418+124.9% | $5,124+137.8% |