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 | $63,838 | $58,208+9.7% | $81,812-22.0% | $80,856-21.0% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.3%+2.7pp | 67.6%+7.4pp |
| Annual return | 30.55% | 41.66%-11.1pp | 773.79%-743.2pp | 35.59%-5.0pp |
| Employer contribution / active EE | $2,509 | $2,340+7.2% | $2,912-13.8% | $2,755-8.9% |
| Participant deferral / active EE | $4,286 | $3,281+30.6% | $4,319-0.7% | $4,296-0.2% |
| Admin fee / account holder | $1,336 | $4,981-73.2% | $7,386-81.9% | $6,918-80.7% |