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 | $120,477 | $148,978-19.1% | $200,582-39.9% | $84,808+42.1% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 18.12% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $9,480 | $4,815+96.9% | $6,419+47.7% | $2,631+260.3% |
| Participant deferral / active EE | $8,241 | $7,142+15.4% | $9,331-11.7% | $4,212+95.7% |
| Admin fee / account holder | $16,577 | $13,977+18.6% | $16,305+1.7% | $7,344+125.7% |