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 | $42,607 | $109,881-61.2% | $150,045-71.6% | $84,808-49.8% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 16.20% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,026 | $3,561+13.1% | $4,693-14.2% | $2,631+53.0% |
| Participant deferral / active EE | $6,338 | $6,636-4.5% | $7,997-20.7% | $4,212+50.5% |
| Admin fee / account holder | $14,819 | $8,568+73.0% | $13,435+10.3% | $7,344+101.8% |