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 | $66,957 | $109,881-39.1% | $150,045-55.4% | $84,808-21.0% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 20.84% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $4,314 | $3,561+21.1% | $4,693-8.1% | $2,631+64.0% |
| Participant deferral / active EE | $4,972 | $6,636-25.1% | $7,997-37.8% | $4,212+18.0% |
| Admin fee / account holder | $1,082 | $8,568-87.4% | $13,435-91.9% | $7,344-85.3% |