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 | $64,616 | $93,571-30.9% | $135,903-52.5% | $75,163-14.0% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.6pp | 67.2%+31.4pp |
| Annual return | 23.89% | 30.90%-7.0pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,955 | $3,537-16.4% | $4,856-39.1% | $2,670+10.7% |
| Participant deferral / active EE | $6,728 | $6,404+5.1% | $7,758-13.3% | $4,125+63.1% |
| Admin fee / account holder | $2,333 | $6,975-66.5% | $10,762-78.3% | $5,651-58.7% |