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 | $91,963 | $125,758-26.9% | $169,993-45.9% | $75,163+22.4% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 18.55% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,357 | $6,837+36.8% | $10,408-10.1% | $4,125+126.8% |
| Admin fee / account holder | $5,471 | $8,173-33.1% | $12,815-57.3% | $5,651-3.2% |