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 | $99,778 | $93,571+6.6% | $135,903-26.6% | $75,163+32.7% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 15.47% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,990 | $3,537+12.8% | $4,856-17.8% | $2,670+49.4% |
| Participant deferral / active EE | $6,001 | $6,404-6.3% | $7,758-22.7% | $4,125+45.5% |
| Admin fee / account holder | $2,584 | $6,975-63.0% | $10,762-76.0% | $5,651-54.3% |