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 | $77,668 | $125,758-38.2% | $169,993-54.3% | $75,163+3.3% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 15.95% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,792 | $4,615-17.8% | $6,785-44.1% | $2,670+42.0% |
| Participant deferral / active EE | $4,929 | $6,837-27.9% | $10,408-52.6% | $4,125+19.5% |
| Admin fee / account holder | $2,322 | $8,173-71.6% | $12,815-81.9% | $5,651-58.9% |