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 | $71,241 | $89,355-20.3% | $141,162-49.5% | $72,985-2.4% |
| Participation rate | 85.4% | 75.1%+10.2pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 30.50% | 111.85%-81.4pp | 71.39%-40.9pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,945 | $3,114-5.4% | $4,735-37.8% | $2,440+20.7% |
| Participant deferral / active EE | $6,631 | $5,418+22.4% | $6,709-1.2% | $3,607+83.8% |
| Admin fee / account holder | $2,090 | $5,958-64.9% | $10,261-79.6% | $5,124-59.2% |