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 | $67,515 | $76,552-11.8% | $123,892-45.5% | $62,891+7.4% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.6pp | 69.3%+6.5pp |
| Annual return | 13.54% | 18.68%-5.1pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $2,810 | $2,883-2.5% | $4,617-39.1% | $2,281+23.2% |
| Participant deferral / active EE | $8,293 | $4,840+71.4% | $5,984+38.6% | $3,203+158.9% |
| Admin fee / account holder | $6,699 | $4,826+38.8% | $8,357-19.8% | $4,296+55.9% |