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 | $78,341 | $81,460-3.8% | $103,333-24.2% | $80,856-3.1% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 20.13% | 25.55%-5.4pp | 24.88%-4.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $3,970 | $3,105+27.9% | $3,868+2.6% | $2,755+44.1% |
| Participant deferral / active EE | $1,722 | $3,869-55.5% | $5,057-66.0% | $4,296-59.9% |
| Admin fee / account holder | $2,495 | $6,566-62.0% | $8,355-70.1% | $6,918-63.9% |