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 | $75,233 | $88,083-14.6% | $164,813-54.4% | $74,495+1.0% |
| Participation rate | 75.0% | 73.0%+2.0pp | 78.6%-3.6pp | 67.2%+7.8pp |
| Annual return | 13.53% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,696 | $2,593+4.0% | $4,341-37.9% | $2,623+2.8% |
| Participant deferral / active EE | $5,131 | $4,498+14.1% | $6,031-14.9% | $4,346+18.1% |
| Admin fee / account holder | $2,326 | $2,234+4.1% | $12,690-81.7% | $1,942+19.8% |