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 | $99,306 | $109,881-9.6% | $150,045-33.8% | $84,808+17.1% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 18.48% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,987 | $3,561+12.0% | $4,693-15.0% | $2,631+51.5% |
| Participant deferral / active EE | $13,450 | $6,636+102.7% | $7,997+68.2% | $4,212+219.4% |
| Admin fee / account holder | $572 | $8,568-93.3% | $13,435-95.7% | $7,344-92.2% |