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 | $83,171 | $80,968+2.7% | $96,544-13.9% | $75,163+10.7% |
| Participation rate | 97.1% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 15.25% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $8,016 | $2,282+251.3% | $2,965+170.4% | $2,670+200.3% |
| Participant deferral / active EE | $6,605 | $3,928+68.1% | $4,851+36.2% | $4,125+60.1% |
| Admin fee / account holder | $3,558 | $6,724-47.1% | $8,252-56.9% | $5,651-37.0% |