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 | $93,798 | $80,968+15.8% | $96,544-2.8% | $75,163+24.8% |
| Participation rate | 98.3% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.1pp |
| Annual return | 17.69% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,552 | $2,282+11.9% | $2,965-13.9% | $2,670-4.4% |
| Participant deferral / active EE | $5,276 | $3,928+34.3% | $4,851+8.8% | $4,125+27.9% |
| Admin fee / account holder | $2,469 | $6,724-63.3% | $8,252-70.1% | $5,651-56.3% |