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 6-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 | $91,439 | $91,190+0.3% | $178,490-48.8% | $79,858+14.5% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 16.04% | 24.19%-8.2pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,572 | $3,256+9.7% | $5,011-28.7% | $2,471+44.6% |
| Participant deferral / active EE | $3,823 | $3,236+18.1% | $5,202-26.5% | $3,740+2.2% |
| Admin fee / account holder | $1,352 | $6,751-80.0% | $13,984-90.3% | $5,306-74.5% |