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 | $59,238 | $73,981-19.9% | $105,722-44.0% | $62,891-5.8% |
| Participation rate | 98.0% | 71.7%+26.3pp | 78.9%+19.0pp | 69.3%+28.7pp |
| Annual return | 6.93% | 17.60%-10.7pp | 12.25%-5.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,680 | $2,856+28.8% | $4,079-9.8% | $2,281+61.3% |
| Participant deferral / active EE | $2,370 | $4,038-41.3% | $5,326-55.5% | $3,203-26.0% |
| Admin fee / account holder | $3,852 | $5,976-35.5% | $8,308-53.6% | $4,296-10.3% |