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 | $92,080 | $100,041-8.0% | $149,718-38.5% | $70,131+31.3% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.1%+3.4pp | 69.5%+20.9pp |
| Annual return | 19.40% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $5,481 | $3,662+49.7% | $5,445+0.7% | $2,342+134.0% |
| Participant deferral / active EE | $11,581 | $4,983+132.4% | $6,569+76.3% | $3,332+247.6% |
| Admin fee / account holder | $7,775 | $8,286-6.2% | $11,283-31.1% | $4,645+67.4% |