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 | $98,927 | $109,881-10.0% | $150,045-34.1% | $84,808+16.6% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 14.95% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,602 | $3,561+113.5% | $4,693+62.0% | $2,631+189.0% |
| Participant deferral / active EE | $5,684 | $6,636-14.3% | $7,997-28.9% | $4,212+35.0% |
| Admin fee / account holder | $6,042 | $8,568-29.5% | $13,435-55.0% | $7,344-17.7% |