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 | $96,250 | $81,460+18.2% | $103,333-6.9% | $80,856+19.0% |
| Participation rate | 98.2% | 66.8%+31.4pp | 74.5%+23.7pp | 67.6%+30.6pp |
| Annual return | 13.87% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,238 | $3,105-27.9% | $3,868-42.1% | $2,755-18.7% |
| Participant deferral / active EE | $4,551 | $3,869+17.6% | $5,057-10.0% | $4,296+6.0% |
| Admin fee / account holder | $11,758 | $6,566+79.1% | $8,355+40.7% | $6,918+70.0% |