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 | $77,800 | $101,724-23.5% | $164,813-52.8% | $80,856-3.8% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 16.50% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,258 | $2,953+10.3% | $4,341-24.9% | $2,755+18.3% |
| Participant deferral / active EE | $4,678 | $4,477+4.5% | $6,031-22.4% | $4,296+8.9% |
| Admin fee / account holder | $2,685 | $8,227-67.4% | $12,690-78.8% | $6,918-61.2% |