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 | $94,708 | $93,571+1.2% | $135,903-30.3% | $75,163+26.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 16.16% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,426 | $3,537-31.4% | $4,856-50.0% | $2,670-9.1% |
| Participant deferral / active EE | $7,345 | $6,404+14.7% | $7,758-5.3% | $4,125+78.0% |
| Admin fee / account holder | $2,621 | $6,975-62.4% | $10,762-75.6% | $5,651-53.6% |