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 | $88,233 | $127,065-30.6% | $113,168-22.0% | $142,382-38.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 15.54% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,413 | $3,442-0.9% | $2,975+14.7% | $4,299-20.6% |
| Participant deferral / active EE | $6,062 | $5,716+6.1% | $5,107+18.7% | $6,507-6.8% |
| Admin fee / account holder | $23,890 | $15,736+51.8% | $12,068+98.0% | $12,624+89.3% |