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 | $70,027 | $135,952-48.5% | $123,892-43.5% | $273,961-74.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 52.41% | 56.63%-4.2pp | 47.52%+4.9pp | 41.45%+11.0pp |
| Employer contribution / active EE | $7,607 | $5,170+47.1% | $4,617+64.8% | $4,869+56.2% |
| Participant deferral / active EE | $11,622 | $6,343+83.2% | $5,984+94.2% | $5,287+119.8% |
| Admin fee / account holder | $4,140 | $9,817-57.8% | $8,357-50.5% | $10,132-59.1% |