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 | $94,356 | $109,413-13.8% | $156,263-39.6% | $84,808+11.3% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.7pp | 68.3%+28.3pp |
| Annual return | 13.93% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,480 | $2,907+19.7% | $4,333-19.7% | $2,631+32.3% |
| Participant deferral / active EE | $5,831 | $4,590+27.0% | $6,158-5.3% | $4,212+38.5% |
| Admin fee / account holder | $9,563 | $9,357+2.2% | $14,255-32.9% | $7,344+30.2% |