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 | $106,954 | $99,985+7.0% | $146,665-27.1% | $85,850+24.6% |
| Participation rate | 95.1% | 73.1%+22.1pp | 80.1%+15.1pp | 69.3%+25.8pp |
| Annual return | 14.47% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,438 | $2,559-43.8% | $4,136-65.2% | $2,565-43.9% |
| Participant deferral / active EE | $4,632 | $4,006+15.6% | $5,506-15.9% | $3,952+17.2% |
| Admin fee / account holder | $5,069 | $7,702-34.2% | $10,280-50.7% | $6,260-19.0% |