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 | $88,003 | $109,881-19.9% | $150,045-41.3% | $84,808+3.8% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 18.40% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,499 | $3,561+26.3% | $4,693-4.1% | $2,631+71.0% |
| Participant deferral / active EE | $12,439 | $6,636+87.4% | $7,997+55.5% | $4,212+195.4% |
| Admin fee / account holder | $2,418 | $8,568-71.8% | $13,435-82.0% | $7,344-67.1% |