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 | $75,492 | $99,341-24.0% | $84,750-10.9% | $273,961-72.4% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 5.26% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,205 | $4,214-47.7% | $3,574-38.3% | $4,869-54.7% |
| Participant deferral / active EE | $7,156 | $4,269+67.6% | $3,712+92.8% | $5,287+35.4% |
| Admin fee / account holder | $4,645 | $6,644-30.1% | $5,332-12.9% | $10,132-54.2% |