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 | $100,377 | $73,933+35.8% | $96,683+3.8% | $75,163+33.5% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,930 | $2,928-34.1% | $3,737-48.4% | $2,670-27.7% |
| Participant deferral / active EE | $4,146 | $3,659+13.3% | $4,878-15.0% | $4,125+0.5% |
| Admin fee / account holder | $9,163 | $5,216+75.7% | $6,730+36.2% | $5,651+62.2% |