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 5-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 | $58,696 | $109,881-46.6% | $150,045-60.9% | $84,808-30.8% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 20.50% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,175 | $3,561+17.2% | $4,693-11.0% | $2,631+58.7% |
| Participant deferral / active EE | $11,005 | $6,636+65.8% | $7,997+37.6% | $4,212+161.3% |
| Admin fee / account holder | $8,454 | $8,568-1.3% | $13,435-37.1% | $7,344+15.1% |