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 | $77,676 | $109,881-29.3% | $150,045-48.2% | $84,808-8.4% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 27.41% | 28.25%-0.8pp | 62.55%-35.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $3,857 | $3,561+8.3% | $4,693-17.8% | $2,631+46.6% |
| Participant deferral / active EE | $7,625 | $6,636+14.9% | $7,997-4.7% | $4,212+81.0% |
| Admin fee / account holder | $7,434 | $8,568-13.2% | $13,435-44.7% | $7,344+1.2% |