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 | $61,142 | $78,422-22.0% | $95,952-36.3% | $79,858-23.4% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 22.84% | 19.37%+3.5pp | 91.61%-68.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,233 | $1,945+14.8% | $2,541-12.1% | $2,471-9.6% |
| Participant deferral / active EE | $4,251 | $3,440+23.6% | $4,167+2.0% | $3,740+13.6% |
| Admin fee / account holder | $1,498 | $5,622-73.4% | $6,795-78.0% | $5,306-71.8% |