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 | $64,414 | $99,877-35.5% | $84,966-24.2% | $145,922-55.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 13.51% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,824 | $3,231-12.6% | $2,727+3.5% | $4,660-39.4% |
| Participant deferral / active EE | $6,210 | $5,291+17.4% | $4,519+37.4% | $6,688-7.1% |
| Admin fee / account holder | $4,896 | $7,248-32.5% | $6,149-20.4% | $13,397-63.5% |