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 | $92,026 | $95,803-3.9% | $113,168-18.7% | $84,808+8.5% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 18.29% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $10,155 | $2,360+330.3% | $2,975+241.3% | $2,631+286.0% |
| Participant deferral / active EE | $6,473 | $4,242+52.6% | $5,107+26.7% | $4,212+53.7% |
| Admin fee / account holder | $9,601 | $8,989+6.8% | $12,068-20.4% | $7,344+30.7% |