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 | $66,027 | $110,257-40.1% | $96,544-31.6% | $139,434-52.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.35% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,320 | $3,620-35.9% | $2,965-21.8% | $4,751-51.2% |
| Participant deferral / active EE | $9,144 | $5,548+64.8% | $4,851+88.5% | $6,710+36.3% |
| Admin fee / account holder | $8,010 | $11,591-30.9% | $8,252-2.9% | $11,403-29.8% |