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 | $67,843 | $109,881-38.3% | $150,045-54.8% | $84,808-20.0% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 15.57% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,699 | $3,561-52.3% | $4,693-63.8% | $2,631-35.4% |
| Participant deferral / active EE | $11,476 | $6,636+72.9% | $7,997+43.5% | $4,212+172.5% |
| Admin fee / account holder | $10,755 | $8,568+25.5% | $13,435-19.9% | $7,344+46.5% |