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 | $77,385 | $79,013-2.1% | $100,391-22.9% | $74,495+3.9% |
| Participation rate | 85.4% | 79.5%+5.9pp | 81.5%+3.9pp | 67.2%+18.1pp |
| Annual return | 24.73% | 20.41%+4.3pp | 49.20%-24.5pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $5,962 | $3,021+97.3% | $3,942+51.2% | $2,623+127.3% |
| Participant deferral / active EE | $14,167 | $7,760+82.6% | $8,082+75.3% | $4,346+226.0% |
| Admin fee / account holder | $1,569 | $1,320+18.9% | $7,899-80.1% | $1,942-19.2% |