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 | $87,662 | $109,881-20.2% | $150,045-41.6% | $84,808+3.4% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,461 | $3,561+25.3% | $4,693-5.0% | $2,631+69.5% |
| Participant deferral / active EE | $7,788 | $6,636+17.4% | $7,997-2.6% | $4,212+84.9% |
| Admin fee / account holder | $6,134 | $8,568-28.4% | $13,435-54.3% | $7,344-16.5% |