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 | $83,372 | $109,881-24.1% | $150,045-44.4% | $84,808-1.7% |
| Participation rate | 86.5% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,709 | $3,561+4.1% | $4,693-21.0% | $2,631+41.0% |
| Participant deferral / active EE | $6,442 | $6,636-2.9% | $7,997-19.4% | $4,212+53.0% |
| Admin fee / account holder | $7,261 | $8,568-15.3% | $13,435-46.0% | $7,344-1.1% |