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 | $79,119 | $73,933+7.0% | $96,683-18.2% | $75,163+5.3% |
| Participation rate | 72.8% | 66.4%+6.4pp | 74.3%-1.5pp | 67.2%+5.6pp |
| Annual return | 14.61% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,286 | $2,928-21.9% | $3,737-38.8% | $2,670-14.4% |
| Participant deferral / active EE | $4,815 | $3,659+31.6% | $4,878-1.3% | $4,125+16.7% |
| Admin fee / account holder | $4,966 | $5,216-4.8% | $6,730-26.2% | $5,651-12.1% |