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 | $66,878 | $76,552-12.6% | $123,892-46.0% | $62,891+6.3% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.2pp |
| Annual return | 7.09% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,833 | $2,883-1.7% | $4,617-38.6% | $2,281+24.2% |
| Participant deferral / active EE | $6,771 | $4,840+39.9% | $5,984+13.2% | $3,203+111.4% |
| Admin fee / account holder | $1,753 | $4,826-63.7% | $8,357-79.0% | $4,296-59.2% |