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 | $88,094 | $109,881-19.8% | $150,045-41.3% | $84,808+3.9% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 26.60% | 28.25%-1.6pp | 62.55%-35.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $4,500 | $3,561+26.4% | $4,693-4.1% | $2,631+71.0% |
| Participant deferral / active EE | $8,856 | $6,636+33.5% | $7,997+10.7% | $4,212+110.3% |
| Admin fee / account holder | $3,844 | $8,568-55.1% | $13,435-71.4% | $7,344-47.7% |