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 | $78,119 | $85,766-8.9% | $136,294-42.7% | $70,131+11.4% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 17.15% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,794 | $2,966-5.8% | $4,695-40.5% | $2,342+19.3% |
| Participant deferral / active EE | $7,407 | $5,051+46.6% | $6,247+18.6% | $3,332+122.3% |
| Admin fee / account holder | $15,249 | $5,420+181.3% | $9,243+65.0% | $4,645+228.3% |