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 | $95,341 | $95,803-0.5% | $113,168-15.8% | $84,808+12.4% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 17.43% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,209 | $2,360+78.3% | $2,975+41.5% | $2,631+60.0% |
| Participant deferral / active EE | $13,672 | $4,242+222.3% | $5,107+167.7% | $4,212+224.6% |
| Admin fee / account holder | $12,314 | $8,989+37.0% | $12,068+2.0% | $7,344+67.7% |