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 | $78,492 | $78,422+0.1% | $95,952-18.2% | $79,858-1.7% |
| Participation rate | 76.7% | 73.5%+3.2pp | 77.1%-0.4pp | 69.6%+7.0pp |
| Annual return | 11.30% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,745 | $1,945+92.6% | $2,541+47.4% | $2,471+51.6% |
| Participant deferral / active EE | $4,127 | $3,440+20.0% | $4,167-1.0% | $3,740+10.3% |
| Admin fee / account holder | $423 | $5,622-92.5% | $6,795-93.8% | $5,306-92.0% |