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 | $90,665 | $109,881-17.5% | $150,045-39.6% | $84,808+6.9% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 17.39% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,286 | $3,561+104.6% | $4,693+55.3% | $2,631+176.9% |
| Participant deferral / active EE | $7,903 | $6,636+19.1% | $7,997-1.2% | $4,212+87.6% |
| Admin fee / account holder | $6,439 | $8,568-24.8% | $13,435-52.1% | $7,344-12.3% |