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 | $71,971 | $101,724-29.2% | $164,813-56.3% | $80,856-11.0% |
| Participation rate | 94.3% | 71.8%+22.5pp | 78.6%+15.7pp | 67.6%+26.7pp |
| Annual return | 10.67% | 16.72%-6.0pp | 69.93%-59.3pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,705 | $2,953-8.4% | $4,341-37.7% | $2,755-1.8% |
| Participant deferral / active EE | $5,179 | $4,477+15.7% | $6,031-14.1% | $4,296+20.6% |
| Admin fee / account holder | $9,760 | $8,227+18.6% | $12,690-23.1% | $6,918+41.1% |