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 | $70,633 | $76,552-7.7% | $123,892-43.0% | $62,891+12.3% |
| Participation rate | 94.3% | 73.0%+21.4pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 7.30% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,306 | $2,883-20.0% | $4,617-50.1% | $2,281+1.1% |
| Participant deferral / active EE | $5,969 | $4,840+23.3% | $5,984-0.3% | $3,203+86.4% |
| Admin fee / account holder | $2,984 | $4,826-38.2% | $8,357-64.3% | $4,296-30.5% |