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 | $99,906 | $109,881-9.1% | $150,045-33.4% | $84,808+17.8% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 17.99% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,630 | $3,561+1.9% | $4,693-22.6% | $2,631+38.0% |
| Participant deferral / active EE | $9,973 | $6,636+50.3% | $7,997+24.7% | $4,212+136.8% |
| Admin fee / account holder | $3,178 | $8,568-62.9% | $13,435-76.3% | $7,344-56.7% |