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 | $99,257 | $109,881-9.7% | $150,045-33.8% | $84,808+17.0% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 26.59% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $4,522 | $3,561+27.0% | $4,693-3.6% | $2,631+71.9% |
| Participant deferral / active EE | $12,558 | $6,636+89.2% | $7,997+57.0% | $4,212+198.2% |
| Admin fee / account holder | $10,135 | $8,568+18.3% | $13,435-24.6% | $7,344+38.0% |