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 | $72,650 | $106,515-31.8% | $96,683-24.9% | $139,434-47.9% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 16.26% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,180 | $4,103+26.3% | $3,737+38.6% | $4,751+9.0% |
| Participant deferral / active EE | $5,045 | $5,454-7.5% | $4,878+3.4% | $6,710-24.8% |
| Admin fee / account holder | $6,329 | $7,877-19.6% | $6,730-5.9% | $11,403-44.5% |