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 | $87,629 | $109,881-20.3% | $150,045-41.6% | $84,808+3.3% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,346 | $3,561+50.1% | $4,693+13.9% | $2,631+103.2% |
| Participant deferral / active EE | $11,316 | $6,636+70.5% | $7,997+41.5% | $4,212+168.7% |
| Admin fee / account holder | $9,214 | $8,568+7.5% | $13,435-31.4% | $7,344+25.5% |