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 | $91,225 | $73,933+23.4% | $96,683-5.6% | $75,163+21.4% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 15.74% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,165 | $2,928+76.4% | $3,737+38.2% | $2,670+93.5% |
| Participant deferral / active EE | $7,492 | $3,659+104.8% | $4,878+53.6% | $4,125+81.6% |
| Admin fee / account holder | $4,869 | $5,216-6.7% | $6,730-27.7% | $5,651-13.8% |