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 | $91,668 | $107,452-14.7% | $91,541+0.1% | $142,382-35.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.8%+21.9pp | 80.1%+11.5pp |
| Annual return | 13.66% | 22.06%-8.4pp | 20.50%-6.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,893 | $2,994-3.4% | $2,505+15.5% | $4,299-32.7% |
| Participant deferral / active EE | $5,109 | $4,754+7.5% | $4,008+27.5% | $6,507-21.5% |
| Admin fee / account holder | $41,491 | $8,834+369.7% | $6,956+496.4% | $12,624+228.7% |