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 | $85,185 | $109,881-22.5% | $150,045-43.2% | $84,808+0.4% |
| Participation rate | 84.8% | 76.1%+8.7pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 17.25% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,410 | $3,561-32.3% | $4,693-48.6% | $2,631-8.4% |
| Participant deferral / active EE | $5,515 | $6,636-16.9% | $7,997-31.0% | $4,212+30.9% |
| Admin fee / account holder | $4,079 | $8,568-52.4% | $13,435-69.6% | $7,344-44.5% |