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 | $68,434 | $81,248-15.8% | $155,509-56.0% | $80,856-15.4% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.9pp |
| Annual return | 14.17% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,740 | $3,100-11.6% | $4,672-41.4% | $2,755-0.6% |
| Participant deferral / active EE | $5,682 | $3,452+64.6% | $5,626+1.0% | $4,296+32.3% |
| Admin fee / account holder | $8,061 | $7,997+0.8% | $15,912-49.3% | $6,918+16.5% |