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 | $99,453 | $80,673+23.3% | $101,326-1.8% | $84,808+17.3% |
| Participation rate | 97.7% | 77.8%+19.9pp | 81.5%+16.2pp | 68.3%+29.4pp |
| Annual return | 18.76% | 38.95%-20.2pp | 36.82%-18.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,497 | $2,698-44.5% | $3,665-59.1% | $2,631-43.1% |
| Participant deferral / active EE | $7,813 | $6,840+14.2% | $7,994-2.3% | $4,212+85.5% |
| Admin fee / account holder | $2,130 | $12,784-83.3% | $11,185-81.0% | $7,344-71.0% |