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 | $92,399 | $92,985-0.6% | $153,485-39.8% | $80,856+14.3% |
| Participation rate | 97.1% | 69.0%+28.2pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 24.40% | 19.95%+4.5pp | 15.65%+8.7pp | 35.59%-11.2pp |
| Employer contribution / active EE | $4,485 | $3,507+27.9% | $5,039-11.0% | $2,755+62.8% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,296-100.0% |
| Admin fee / account holder | $320 | $8,880-96.4% | $12,724-97.5% | $6,918-95.4% |