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 | $89,808 | $80,968+10.9% | $96,544-7.0% | $75,163+19.5% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 46.02% | 27.06%+19.0pp | 25.84%+20.2pp | 160.62%-114.6pp |
| Employer contribution / active EE | $3,341 | $2,282+46.4% | $2,965+12.7% | $2,670+25.1% |
| Participant deferral / active EE | $4,035 | $3,928+2.7% | $4,851-16.8% | $4,125-2.2% |
| Admin fee / account holder | $6,422 | $6,724-4.5% | $8,252-22.2% | $5,651+13.6% |