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 6-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 | $53,625 | $109,881-51.2% | $150,045-64.3% | $84,808-36.8% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 14.92% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,373 | $3,561+22.8% | $4,693-6.8% | $2,631+66.2% |
| Participant deferral / active EE | $8,213 | $6,636+23.8% | $7,997+2.7% | $4,212+95.0% |
| Admin fee / account holder | $11,933 | $8,568+39.3% | $13,435-11.2% | $7,344+62.5% |