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 | $96,304 | $89,753+7.3% | $107,525-10.4% | $84,808+13.6% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 18.05% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,012 | $3,113-3.2% | $3,754-19.7% | $2,631+14.5% |
| Participant deferral / active EE | $5,428 | $4,056+33.8% | $5,116+6.1% | $4,212+28.9% |
| Admin fee / account holder | $12,744 | $7,222+76.5% | $8,919+42.9% | $7,344+73.5% |