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 | $75,279 | $109,881-31.5% | $150,045-49.8% | $84,808-11.2% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 20.24% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,870 | $3,561-19.4% | $4,693-38.8% | $2,631+9.1% |
| Participant deferral / active EE | $5,526 | $6,636-16.7% | $7,997-30.9% | $4,212+31.2% |
| Admin fee / account holder | $1,857 | $8,568-78.3% | $13,435-86.2% | $7,344-74.7% |