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 | $88,108 | $89,753-1.8% | $107,525-18.1% | $84,808+3.9% |
| Participation rate | 91.4% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.1pp |
| Annual return | 18.40% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,308 | $3,113+6.3% | $3,754-11.9% | $2,631+25.7% |
| Participant deferral / active EE | $8,094 | $4,056+99.6% | $5,116+58.2% | $4,212+92.2% |
| Admin fee / account holder | $8,655 | $7,222+19.8% | $8,919-3.0% | $7,344+17.8% |