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 5-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 | $101,131 | $109,881-8.0% | $150,045-32.6% | $84,808+19.2% |
| Participation rate | 95.3% | 76.1%+19.2pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 19.78% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $10,888 | $3,561+205.7% | $4,693+132.0% | $2,631+313.8% |
| Participant deferral / active EE | $11,028 | $6,636+66.2% | $7,997+37.9% | $4,212+161.8% |
| Admin fee / account holder | $8,150 | $8,568-4.9% | $13,435-39.3% | $7,344+11.0% |