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 | $74,140 | $76,552-3.2% | $123,892-40.2% | $62,891+17.9% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 8.92% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,585 | $2,883-10.3% | $4,617-44.0% | $2,281+13.4% |
| Participant deferral / active EE | $6,117 | $4,840+26.4% | $5,984+2.2% | $3,203+91.0% |
| Admin fee / account holder | $8,965 | $4,826+85.8% | $8,357+7.3% | $4,296+108.7% |