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 | $85,339 | $138,347-38.3% | $184,203-53.7% | $80,856+5.5% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 16.39% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,699 | $4,850-44.4% | $6,427-58.0% | $2,755-2.0% |
| Participant deferral / active EE | $4,706 | $7,071-33.4% | $9,131-48.5% | $4,296+9.5% |
| Admin fee / account holder | $2,679 | $10,483-74.5% | $13,901-80.7% | $6,918-61.3% |