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 | $79,818 | $76,552+4.3% | $123,892-35.6% | $62,891+26.9% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 10.95% | 18.68%-7.7pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,476 | $2,883+20.6% | $4,617-24.7% | $2,281+52.4% |
| Participant deferral / active EE | $7,405 | $4,840+53.0% | $5,984+23.7% | $3,203+131.2% |
| Admin fee / account holder | $1,687 | $4,826-65.0% | $8,357-79.8% | $4,296-60.7% |