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 | $119,986 | $80,968+48.2% | $96,544+24.3% | $75,163+59.6% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 17.98% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,302 | $2,282+0.9% | $2,965-22.4% | $2,670-13.8% |
| Participant deferral / active EE | $4,749 | $3,928+20.9% | $4,851-2.1% | $4,125+15.1% |
| Admin fee / account holder | $2,057 | $6,724-69.4% | $8,252-75.1% | $5,651-63.6% |