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 | $88,923 | $81,460+9.2% | $103,333-13.9% | $80,856+10.0% |
| Participation rate | 80.9% | 66.8%+14.1pp | 74.5%+6.4pp | 67.6%+13.3pp |
| Annual return | 14.88% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,767 | $3,105+85.7% | $3,868+49.1% | $2,755+109.3% |
| Participant deferral / active EE | $6,796 | $3,869+75.7% | $5,057+34.4% | $4,296+58.2% |
| Admin fee / account holder | $2,170 | $6,566-67.0% | $8,355-74.0% | $6,918-68.6% |