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 | $96,591 | $109,881-12.1% | $150,045-35.6% | $84,808+13.9% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,760 | $3,561-50.6% | $4,693-62.5% | $2,631-33.1% |
| Participant deferral / active EE | $8,602 | $6,636+29.6% | $7,997+7.6% | $4,212+104.2% |
| Admin fee / account holder | $12,781 | $8,568+49.2% | $13,435-4.9% | $7,344+74.0% |