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 | $91,876 | $85,766+7.1% | $136,294-32.6% | $70,131+31.0% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 15.94% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $5,995 | $2,966+102.1% | $4,695+27.7% | $2,342+155.9% |
| Participant deferral / active EE | $5,864 | $5,051+16.1% | $6,247-6.1% | $3,332+76.0% |
| Admin fee / account holder | $8,848 | $5,420+63.2% | $9,243-4.3% | $4,645+90.5% |