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 | $73,105 | $80,717-9.4% | $154,803-52.8% | $84,808-13.8% |
| Participation rate | 77.6% | 66.8%+10.8pp | 78.1%-0.4pp | 68.3%+9.3pp |
| Annual return | 13.85% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,063 | $2,761+10.9% | $4,305-28.9% | $2,631+16.4% |
| Participant deferral / active EE | $1,825 | $3,303-44.7% | $5,540-67.1% | $4,212-56.7% |
| Admin fee / account holder | $4,034 | $6,746-40.2% | $14,329-71.8% | $7,344-45.1% |