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 | $78,740 | $146,267-46.2% | $197,124-60.1% | $82,448-4.5% |
| Participation rate | 94.6% | 84.0%+10.6pp | 86.7%+7.9pp | 68.1%+26.5pp |
| Annual return | 19.93% | 29.61%-9.7pp | 44.34%-24.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,606 | $4,723-23.7% | $6,227-42.1% | $2,551+41.4% |
| Participant deferral / active EE | $5,595 | $7,035-20.5% | $9,135-38.7% | $4,139+35.2% |
| Admin fee / account holder | $2,041 | $14,422-85.8% | $16,298-87.5% | $7,234-71.8% |