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 | $84,538 | $62,573+35.1% | $85,682-1.3% | $85,850-1.5% |
| Participation rate | 91.4% | 61.1%+30.2pp | 69.9%+21.5pp | 69.3%+22.1pp |
| Annual return | 15.21% | 23.77%-8.6pp | 21.49%-6.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,419 | $1,757-19.2% | $2,618-45.8% | $2,565-44.7% |
| Participant deferral / active EE | $5,581 | $2,802+99.2% | $3,923+42.3% | $3,952+41.2% |
| Admin fee / account holder | $4,647 | $4,640+0.1% | $6,873-32.4% | $6,260-25.8% |