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 | $74,088 | $80,717-8.2% | $154,803-52.1% | $84,808-12.6% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,922 | $2,761-30.4% | $4,305-55.4% | $2,631-27.0% |
| Participant deferral / active EE | $3,831 | $3,303+16.0% | $5,540-30.8% | $4,212-9.0% |
| Admin fee / account holder | $13,334 | $6,746+97.7% | $14,329-6.9% | $7,344+81.6% |