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 | $87,349 | $86,286+1.2% | $111,297-21.5% | $85,850+1.7% |
| Participation rate | 98.1% | 73.3%+24.7pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 14.21% | 19.99%-5.8pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,846 | $2,043+88.2% | $2,731+40.8% | $2,565+49.9% |
| Participant deferral / active EE | $4,922 | $3,641+35.2% | $4,487+9.7% | $3,952+24.6% |
| Admin fee / account holder | $1,773 | $8,188-78.3% | $7,964-77.7% | $6,260-71.7% |