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 | $105,252 | $109,881-4.2% | $150,045-29.9% | $84,808+24.1% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,515 | $3,561-57.5% | $4,693-67.7% | $2,631-42.4% |
| Participant deferral / active EE | $8,185 | $6,636+23.3% | $7,997+2.3% | $4,212+94.3% |
| Admin fee / account holder | $1,147 | $8,568-86.6% | $13,435-91.5% | $7,344-84.4% |