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 | $73,031 | $85,766-14.8% | $136,294-46.4% | $70,131+4.1% |
| Participation rate | 86.6% | 74.2%+12.4pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 18.97% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $4,437 | $2,966+49.6% | $4,695-5.5% | $2,342+89.4% |
| Participant deferral / active EE | $2,709 | $5,051-46.4% | $6,247-56.6% | $3,332-18.7% |
| Admin fee / account holder | $1,985 | $5,420-63.4% | $9,243-78.5% | $4,645-57.3% |