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 9-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 | $91,712 | $109,881-16.5% | $150,045-38.9% | $84,808+8.1% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 24.31% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $7,059 | $3,561+98.2% | $4,693+50.4% | $2,631+168.3% |
| Participant deferral / active EE | $17,542 | $6,636+164.3% | $7,997+119.4% | $4,212+316.5% |
| Admin fee / account holder | $7,438 | $8,568-13.2% | $13,435-44.6% | $7,344+1.3% |