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 | $82,469 | $89,355-7.7% | $141,162-41.6% | $72,985+13.0% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 25.30% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,601 | $3,114-48.6% | $4,735-66.2% | $2,440-34.4% |
| Participant deferral / active EE | $5,932 | $5,418+9.5% | $6,709-11.6% | $3,607+64.4% |
| Admin fee / account holder | $4,852 | $5,958-18.6% | $10,261-52.7% | $5,124-5.3% |