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 | $109,543 | $109,881-0.3% | $150,045-27.0% | $84,808+29.2% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,505 | $3,561+26.5% | $4,693-4.0% | $2,631+71.2% |
| Participant deferral / active EE | $10,012 | $6,636+50.9% | $7,997+25.2% | $4,212+137.7% |
| Admin fee / account holder | $2,076 | $8,568-75.8% | $13,435-84.5% | $7,344-71.7% |