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 | $87,925 | $89,753-2.0% | $107,525-18.2% | $84,808+3.7% |
| Participation rate | 90.2% | 68.1%+22.1pp | 75.1%+15.1pp | 68.3%+21.9pp |
| Annual return | 17.91% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,003 | $3,113+60.7% | $3,754+33.3% | $2,631+90.1% |
| Participant deferral / active EE | $5,940 | $4,056+46.4% | $5,116+16.1% | $4,212+41.0% |
| Admin fee / account holder | $2,648 | $7,222-63.3% | $8,919-70.3% | $7,344-63.9% |