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 | $95,900 | $93,571+2.5% | $135,903-29.4% | $75,163+27.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 15.35% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,013 | $3,537-14.8% | $4,856-37.9% | $2,670+12.9% |
| Participant deferral / active EE | $9,051 | $6,404+41.3% | $7,758+16.7% | $4,125+119.4% |
| Admin fee / account holder | $24,668 | $6,975+253.6% | $10,762+129.2% | $5,651+336.5% |