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 | $64,365 | $68,346-5.8% | $94,646-32.0% | $75,163-14.4% |
| Participation rate | 74.7% | 76.1%-1.4pp | 80.8%-6.2pp | 67.2%+7.5pp |
| Annual return | 17.97% | 616.93%-599.0pp | 156.71%-138.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,084 | $2,701-22.8% | $3,672-43.3% | $2,670-22.0% |
| Participant deferral / active EE | $6,871 | $6,537+5.1% | $7,418-7.4% | $4,125+66.6% |
| Admin fee / account holder | $1,854 | $5,326-65.2% | $7,231-74.4% | $5,651-67.2% |