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 | $64,187 | $109,881-41.6% | $150,045-57.2% | $84,808-24.3% |
| Participation rate | 79.2% | 76.1%+3.2pp | 82.3%-3.1pp | 68.3%+10.9pp |
| Annual return | 15.10% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,645 | $3,561-25.7% | $4,693-43.6% | $2,631+0.5% |
| Participant deferral / active EE | $12,163 | $6,636+83.3% | $7,997+52.1% | $4,212+188.8% |
| Admin fee / account holder | $26,802 | $8,568+212.8% | $13,435+99.5% | $7,344+265.0% |