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 | $91,742 | $91,190+0.6% | $178,490-48.6% | $79,858+14.9% |
| Participation rate | 95.0% | 69.2%+25.8pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | 14.41% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,350 | $3,256-27.8% | $5,011-53.1% | $2,471-4.9% |
| Participant deferral / active EE | $3,710 | $3,236+14.6% | $5,202-28.7% | $3,740-0.8% |
| Admin fee / account holder | $3,511 | $6,751-48.0% | $13,984-74.9% | $5,306-33.8% |