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 | $64,740 | $80,717-19.8% | $154,803-58.2% | $84,808-23.7% |
| Participation rate | 91.8% | 66.8%+25.0pp | 78.1%+13.8pp | 68.3%+23.5pp |
| Annual return | 18.72% | 37.96%-19.2pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,043 | $2,761+10.2% | $4,305-29.3% | $2,631+15.7% |
| Participant deferral / active EE | $3,440 | $3,303+4.2% | $5,540-37.9% | $4,212-18.3% |
| Admin fee / account holder | $1,944 | $6,746-71.2% | $14,329-86.4% | $7,344-73.5% |