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 | $99,604 | $138,347-28.0% | $184,203-45.9% | $80,856+23.2% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 17.25% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $11,084 | $4,850+128.5% | $6,427+72.5% | $2,755+302.4% |
| Participant deferral / active EE | $8,368 | $7,071+18.3% | $9,131-8.4% | $4,296+94.8% |
| Admin fee / account holder | $5,691 | $10,483-45.7% | $13,901-59.1% | $6,918-17.7% |