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 | $69,291 | $76,552-9.5% | $123,892-44.1% | $62,891+10.2% |
| Participation rate | 91.2% | 73.0%+18.2pp | 81.4%+9.8pp | 69.3%+21.9pp |
| Annual return | 8.02% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,510 | $2,883+21.8% | $4,617-24.0% | $2,281+53.9% |
| Participant deferral / active EE | $8,328 | $4,840+72.1% | $5,984+39.2% | $3,203+160.0% |
| Admin fee / account holder | $2,896 | $4,826-40.0% | $8,357-65.3% | $4,296-32.6% |