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 | $84,368 | $109,881-23.2% | $150,045-43.8% | $84,808-0.5% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,333 | $3,561-34.5% | $4,693-50.3% | $2,631-11.3% |
| Participant deferral / active EE | $6,680 | $6,636+0.7% | $7,997-16.5% | $4,212+58.6% |
| Admin fee / account holder | $3,568 | $8,568-58.4% | $13,435-73.4% | $7,344-51.4% |