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 | $91,218 | $109,881-17.0% | $150,045-39.2% | $84,808+7.6% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 20.13% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $7,653 | $3,561+114.9% | $4,693+63.1% | $2,631+190.9% |
| Participant deferral / active EE | $12,154 | $6,636+83.1% | $7,997+52.0% | $4,212+188.6% |
| Admin fee / account holder | $9,176 | $8,568+7.1% | $13,435-31.7% | $7,344+25.0% |