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 | $86,302 | $93,571-7.8% | $135,903-36.5% | $75,163+14.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 25.71% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $3,186 | $3,537-9.9% | $4,856-34.4% | $2,670+19.3% |
| Participant deferral / active EE | $7,232 | $6,404+12.9% | $7,758-6.8% | $4,125+75.3% |
| Admin fee / account holder | $1,282 | $6,975-81.6% | $10,762-88.1% | $5,651-77.3% |