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 | $65,534 | $109,881-40.4% | $150,045-56.3% | $84,808-22.7% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 16.21% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,280 | $3,561-7.9% | $4,693-30.1% | $2,631+24.7% |
| Participant deferral / active EE | $6,465 | $6,636-2.6% | $7,997-19.2% | $4,212+53.5% |
| Admin fee / account holder | $4,249 | $8,568-50.4% | $13,435-68.4% | $7,344-42.1% |