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 | $96,830 | $109,881-11.9% | $150,045-35.5% | $84,808+14.2% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.1pp | 68.3%+24.1pp |
| Annual return | 16.10% | 28.25%-12.1pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $9,551 | $3,561+168.2% | $4,693+103.5% | $2,631+263.0% |
| Participant deferral / active EE | $2,677 | $6,636-59.7% | $7,997-66.5% | $4,212-36.4% |
| Admin fee / account holder | $37,513 | $8,568+337.8% | $13,435+179.2% | $7,344+410.8% |