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 | $92,587 | $109,881-15.7% | $150,045-38.3% | $84,808+9.2% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 34.61% | 28.25%+6.4pp | 62.55%-27.9pp | 40.90%-6.3pp |
| Employer contribution / active EE | $8,829 | $3,561+147.9% | $4,693+88.1% | $2,631+235.6% |
| Participant deferral / active EE | $12,479 | $6,636+88.1% | $7,997+56.0% | $4,212+196.3% |
| Admin fee / account holder | $7,903 | $8,568-7.8% | $13,435-41.2% | $7,344+7.6% |