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 | $90,227 | $77,899+15.8% | $149,673-39.7% | $75,163+20.0% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 21.28% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,876 | $3,137-8.3% | $4,818-40.3% | $2,670+7.7% |
| Participant deferral / active EE | $6,255 | $3,411+83.4% | $5,680+10.1% | $4,125+51.6% |
| Admin fee / account holder | $1,571 | $5,956-73.6% | $13,210-88.1% | $5,651-72.2% |