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 | $73,450 | $77,813-5.6% | $123,544-40.5% | $64,186+14.4% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | 1.46% | 12.48%-11.0pp | 119.20%-117.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $3,820 | $3,014+26.7% | $4,628-17.5% | $2,381+60.4% |
| Participant deferral / active EE | $8,303 | $5,240+58.5% | $6,426+29.2% | $3,470+139.3% |
| Admin fee / account holder | $5,937 | $5,519+7.6% | $9,284-36.0% | $4,888+21.5% |