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 | $27,207 | $89,355-69.6% | $141,162-80.7% | $72,985-62.7% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 24.66% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,182 | $3,114+2.2% | $4,735-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $7,683 | $5,418+41.8% | $6,709+14.5% | $3,607+113.0% |
| Admin fee / account holder | $2,030 | $5,958-65.9% | $10,261-80.2% | $5,124-60.4% |