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 | $85,056 | $100,773-15.6% | $88,946-4.4% | $142,382-40.3% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.8%+25.9pp | 80.1%+14.6pp |
| Annual return | 16.11% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,343 | $2,918+14.6% | $2,555+30.8% | $4,299-22.2% |
| Participant deferral / active EE | $8,194 | $5,230+56.7% | $4,581+78.9% | $6,507+25.9% |
| Admin fee / account holder | $3,539 | $9,693-63.5% | $8,261-57.2% | $12,624-72.0% |