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 | $73,755 | $93,571-21.2% | $135,903-45.7% | $75,163-1.9% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 18.85% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,998 | $3,537+13.1% | $4,856-17.7% | $2,670+49.8% |
| Participant deferral / active EE | $7,652 | $6,404+19.5% | $7,758-1.4% | $4,125+85.5% |
| Admin fee / account holder | $2,652 | $6,975-62.0% | $10,762-75.4% | $5,651-53.1% |