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 | $81,872 | $80,717+1.4% | $154,803-47.1% | $84,808-3.5% |
| Participation rate | 76.3% | 66.8%+9.5pp | 78.1%-1.8pp | 68.3%+8.0pp |
| Annual return | 17.36% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,244 | $2,761-18.7% | $4,305-47.9% | $2,631-14.7% |
| Participant deferral / active EE | $4,625 | $3,303+40.0% | $5,540-16.5% | $4,212+9.8% |
| Admin fee / account holder | $11,109 | $6,746+64.7% | $14,329-22.5% | $7,344+51.3% |