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 | $66,888 | $93,571-28.5% | $135,903-50.8% | $75,163-11.0% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.5pp | 67.2%+19.2pp |
| Annual return | 20.51% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,570 | $3,537+0.9% | $4,856-26.5% | $2,670+33.7% |
| Participant deferral / active EE | $6,069 | $6,404-5.2% | $7,758-21.8% | $4,125+47.1% |
| Admin fee / account holder | $15,322 | $6,975+119.7% | $10,762+42.4% | $5,651+171.1% |