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 | $91,798 | $58,851+56.0% | $115,157-20.3% | $72,985+25.8% |
| Participation rate | 90.9% | 65.5%+25.4pp | 75.9%+15.0pp | 69.5%+21.4pp |
| Annual return | 25.68% | 23.16%+2.5pp | 35.60%-9.9pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,820 | $1,798+1.2% | $3,179-42.8% | $2,440-25.4% |
| Participant deferral / active EE | $6,979 | $2,643+164.1% | $4,168+67.4% | $3,607+93.5% |
| Admin fee / account holder | $3,190 | $6,370-49.9% | $7,088-55.0% | $5,124-37.8% |