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 | $86,868 | $89,355-2.8% | $141,162-38.5% | $72,985+19.0% |
| Participation rate | 90.6% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 24.41% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $7,792 | $3,114+150.2% | $4,735+64.6% | $2,440+219.4% |
| Participant deferral / active EE | $8,082 | $5,418+49.2% | $6,709+20.5% | $3,607+124.0% |
| Admin fee / account holder | $1,407 | $5,958-76.4% | $10,261-86.3% | $5,124-72.5% |