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 | $65,786 | $76,552-14.1% | $123,892-46.9% | $62,891+4.6% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 9.65% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,580 | $2,883+24.2% | $4,617-22.5% | $2,281+57.0% |
| Participant deferral / active EE | $6,994 | $4,840+44.5% | $5,984+16.9% | $3,203+118.4% |
| Admin fee / account holder | $1,667 | $4,826-65.4% | $8,357-80.0% | $4,296-61.2% |