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 | $98,020 | $109,881-10.8% | $150,045-34.7% | $84,808+15.6% |
| Participation rate | 76.2% | 76.1%+0.1pp | 82.3%-6.1pp | 68.3%+7.9pp |
| Annual return | 15.72% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,061 | $3,561+14.0% | $4,693-13.5% | $2,631+54.4% |
| Participant deferral / active EE | $10,154 | $6,636+53.0% | $7,997+27.0% | $4,212+141.1% |
| Admin fee / account holder | $3,833 | $8,568-55.3% | $13,435-71.5% | $7,344-47.8% |