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 | $106,346 | $109,881-3.2% | $150,045-29.1% | $84,808+25.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 17.31% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,680 | $3,561+31.4% | $4,693-0.3% | $2,631+77.9% |
| Participant deferral / active EE | $5,522 | $6,636-16.8% | $7,997-31.0% | $4,212+31.1% |
| Admin fee / account holder | $2,920 | $8,568-65.9% | $13,435-78.3% | $7,344-60.2% |