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 | $102,696 | $109,881-6.5% | $150,045-31.6% | $84,808+21.1% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 23.01% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $6,778 | $3,561+90.3% | $4,693+44.4% | $2,631+157.6% |
| Participant deferral / active EE | $9,741 | $6,636+46.8% | $7,997+21.8% | $4,212+131.3% |
| Admin fee / account holder | $4,366 | $8,568-49.0% | $13,435-67.5% | $7,344-40.5% |