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 | $90,065 | $109,881-18.0% | $150,045-40.0% | $84,808+6.2% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 23.60% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,435 | $3,561-59.7% | $4,693-69.4% | $2,631-45.5% |
| Participant deferral / active EE | $14,338 | $6,636+116.1% | $7,997+79.3% | $4,212+240.4% |
| Admin fee / account holder | $6,167 | $8,568-28.0% | $13,435-54.1% | $7,344-16.0% |