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 9-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 | $87,297 | $109,881-20.6% | $150,045-41.8% | $84,808+2.9% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 19.54% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,384 | $3,561+51.2% | $4,693+14.7% | $2,631+104.6% |
| Participant deferral / active EE | $10,391 | $6,636+56.6% | $7,997+29.9% | $4,212+146.7% |
| Admin fee / account holder | $10,534 | $8,568+22.9% | $13,435-21.6% | $7,344+43.4% |