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 4-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 | $91,939 | $109,881-16.3% | $150,045-38.7% | $84,808+8.4% |
| Participation rate | 79.8% | 76.1%+3.7pp | 82.3%-2.6pp | 68.3%+11.5pp |
| Annual return | 18.06% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,893 | $3,561+9.3% | $4,693-17.0% | $2,631+48.0% |
| Participant deferral / active EE | $9,678 | $6,636+45.8% | $7,997+21.0% | $4,212+129.8% |
| Admin fee / account holder | $9,235 | $8,568+7.8% | $13,435-31.3% | $7,344+25.8% |