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 | $71,321 | $77,813-8.3% | $123,544-42.3% | $64,186+11.1% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.2pp |
| Annual return | 4.50% | 12.48%-8.0pp | 119.20%-114.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $5,251 | $3,014+74.2% | $4,628+13.5% | $2,381+120.6% |
| Participant deferral / active EE | $5,988 | $5,240+14.3% | $6,426-6.8% | $3,470+72.6% |
| Admin fee / account holder | $3,849 | $5,519-30.2% | $9,284-58.5% | $4,888-21.2% |