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 | $73,632 | $78,705-6.4% | $117,854-37.5% | $70,131+5.0% |
| Participation rate | 77.3% | 73.2%+4.1pp | 79.7%-2.4pp | 69.5%+7.7pp |
| Annual return | 16.42% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,109 | $2,223-50.1% | $3,786-70.7% | $2,342-52.6% |
| Participant deferral / active EE | $1,642 | $3,297-50.2% | $4,482-63.4% | $3,332-50.7% |
| Admin fee / account holder | $8,143 | $5,065+60.8% | $8,020+1.5% | $4,645+75.3% |