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 | $73,411 | $89,355-17.8% | $141,162-48.0% | $72,985+0.6% |
| Participation rate | 94.8% | 75.1%+19.7pp | 82.5%+12.4pp | 69.5%+25.3pp |
| Annual return | 19.88% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,210 | $3,114-29.1% | $4,735-53.3% | $2,440-9.4% |
| Participant deferral / active EE | $5,015 | $5,418-7.4% | $6,709-25.3% | $3,607+39.0% |
| Admin fee / account holder | $2,308 | $5,958-61.3% | $10,261-77.5% | $5,124-55.0% |