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 | $76,900 | $94,625-18.7% | $116,228-33.8% | $84,808-9.3% |
| Participation rate | 94.0% | 70.4%+23.6pp | 74.6%+19.4pp | 68.3%+25.7pp |
| Annual return | 18.91% | 20.40%-1.5pp | 90.06%-71.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,870 | $2,347+22.3% | $2,994-4.2% | $2,631+9.1% |
| Participant deferral / active EE | $3,997 | $3,972+0.6% | $4,953-19.3% | $4,212-5.1% |
| Admin fee / account holder | $1,388 | $10,091-86.2% | $11,989-88.4% | $7,344-81.1% |