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 | $96,751 | $148,978-35.1% | $200,582-51.8% | $84,808+14.1% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 14.41% | 28.16%-13.8pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,067 | $4,815+46.8% | $6,419+10.1% | $2,631+168.6% |
| Participant deferral / active EE | $4,136 | $7,142-42.1% | $9,331-55.7% | $4,212-1.8% |
| Admin fee / account holder | $3,492 | $13,977-75.0% | $16,305-78.6% | $7,344-52.4% |