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 | $62,566 | $109,881-43.1% | $150,045-58.3% | $84,808-26.2% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,102 | $3,561-69.1% | $4,693-76.5% | $2,631-58.1% |
| Participant deferral / active EE | $11,146 | $6,636+68.0% | $7,997+39.4% | $4,212+164.7% |
| Admin fee / account holder | $11,944 | $8,568+39.4% | $13,435-11.1% | $7,344+62.6% |