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 | $81,840 | $109,881-25.5% | $150,045-45.5% | $84,808-3.5% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,010 | $3,561-15.5% | $4,693-35.9% | $2,631+14.4% |
| Participant deferral / active EE | $7,311 | $6,636+10.2% | $7,997-8.6% | $4,212+73.6% |
| Admin fee / account holder | $22,468 | $8,568+162.2% | $13,435+67.2% | $7,344+205.9% |