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 | $90,241 | $109,413-17.5% | $156,263-42.3% | $84,808+6.4% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.9%+16.3pp | 68.3%+26.9pp |
| Annual return | 20.65% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $5,063 | $2,907+74.2% | $4,333+16.8% | $2,631+92.4% |
| Participant deferral / active EE | $8,154 | $4,590+77.7% | $6,158+32.4% | $4,212+93.6% |
| Admin fee / account holder | $622 | $9,357-93.4% | $14,255-95.6% | $7,344-91.5% |