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 | $102,734 | $109,881-6.5% | $150,045-31.5% | $84,808+21.1% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 15.75% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,213 | $3,561-9.8% | $4,693-31.5% | $2,631+22.1% |
| Participant deferral / active EE | $6,875 | $6,636+3.6% | $7,997-14.0% | $4,212+63.2% |
| Admin fee / account holder | $22,571 | $8,568+163.4% | $13,435+68.0% | $7,344+207.3% |