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 | $102,532 | $109,881-6.7% | $150,045-31.7% | $84,808+20.9% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 25.11% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $4,315 | $3,561+21.2% | $4,693-8.0% | $2,631+64.0% |
| Participant deferral / active EE | $12,137 | $6,636+82.9% | $7,997+51.8% | $4,212+188.2% |
| Admin fee / account holder | $11,032 | $8,568+28.8% | $13,435-17.9% | $7,344+50.2% |