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 | $102,680 | $109,881-6.6% | $150,045-31.6% | $84,808+21.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,365 | $3,561+50.7% | $4,693+14.3% | $2,631+103.9% |
| Participant deferral / active EE | $7,153 | $6,636+7.8% | $7,997-10.6% | $4,212+69.8% |
| Admin fee / account holder | $3,125 | $8,568-63.5% | $13,435-76.7% | $7,344-57.4% |