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 | $65,257 | $93,571-30.3% | $135,903-52.0% | $75,163-13.2% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 17.39% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,805 | $3,537+7.6% | $4,856-21.6% | $2,670+42.5% |
| Participant deferral / active EE | $7,217 | $6,404+12.7% | $7,758-7.0% | $4,125+74.9% |
| Admin fee / account holder | $21,754 | $6,975+211.9% | $10,762+102.1% | $5,651+285.0% |