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 | $111,242 | $109,881+1.2% | $150,045-25.9% | $84,808+31.2% |
| Participation rate | 85.5% | 76.1%+9.4pp | 82.3%+3.2pp | 68.3%+17.2pp |
| Annual return | 17.81% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,051 | $3,561+13.8% | $4,693-13.7% | $2,631+54.0% |
| Participant deferral / active EE | $14,225 | $6,636+114.4% | $7,997+77.9% | $4,212+237.8% |
| Admin fee / account holder | $6,603 | $8,568-22.9% | $13,435-50.9% | $7,344-10.1% |