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 | $100,519 | $109,881-8.5% | $150,045-33.0% | $84,808+18.5% |
| Participation rate | 84.9% | 76.1%+8.9pp | 82.3%+2.6pp | 68.3%+16.6pp |
| Annual return | 15.82% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,700 | $3,561+3.9% | $4,693-21.2% | $2,631+40.6% |
| Participant deferral / active EE | $7,626 | $6,636+14.9% | $7,997-4.6% | $4,212+81.1% |
| Admin fee / account holder | $10,402 | $8,568+21.4% | $13,435-22.6% | $7,344+41.6% |