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 | $106,749-14.5% | $145,433-37.3% | $82,448+10.6% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 20.13% | 27.59%-7.5pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $7,653 | $3,444+122.2% | $4,554+68.0% | $2,551+200.0% |
| Participant deferral / active EE | $12,154 | $6,519+86.4% | $7,897+53.9% | $4,139+193.6% |
| Admin fee / account holder | $9,176 | $8,390+9.4% | $13,129-30.1% | $7,234+26.8% |