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 | $65,110 | $152,587-57.3% | $125,175-48.0% | $152,861-57.4% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 24.79% | 54.84%-30.0pp | 43.79%-19.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,419 | $4,946-10.7% | $3,865+14.3% | $4,762-7.2% |
| Participant deferral / active EE | $8,790 | $5,868+49.8% | $4,937+78.1% | $5,850+50.3% |
| Admin fee / account holder | $748 | $13,434-94.4% | $9,702-92.3% | $11,596-93.6% |