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 | $74,006 | $177,572-58.3% | $154,803-52.2% | $142,382-48.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.78% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,913 | $4,810+2.1% | $4,305+14.1% | $4,299+14.3% |
| Participant deferral / active EE | $5,764 | $6,272-8.1% | $5,540+4.0% | $6,507-11.4% |
| Admin fee / account holder | $7,211 | $16,786-57.0% | $14,329-49.7% | $12,624-42.9% |