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 | $108,397 | $109,881-1.4% | $150,045-27.8% | $84,808+27.8% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 43.48% | 28.25%+15.2pp | 62.55%-19.1pp | 40.90%+2.6pp |
| Employer contribution / active EE | $7,382 | $3,561+107.3% | $4,693+57.3% | $2,631+180.6% |
| Participant deferral / active EE | $8,951 | $6,636+34.9% | $7,997+11.9% | $4,212+112.5% |
| Admin fee / account holder | $749 | $8,568-91.3% | $13,435-94.4% | $7,344-89.8% |