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 | $103,539 | $109,881-5.8% | $150,045-31.0% | $84,808+22.1% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 18.45% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,404 | $3,561+23.7% | $4,693-6.2% | $2,631+67.4% |
| Participant deferral / active EE | $12,344 | $6,636+86.0% | $7,997+54.4% | $4,212+193.1% |
| Admin fee / account holder | $2,444 | $8,568-71.5% | $13,435-81.8% | $7,344-66.7% |