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 | $84,048 | $80,968+3.8% | $96,544-12.9% | $75,163+11.8% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 16.39% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,677 | $2,282+17.3% | $2,965-9.7% | $2,670+0.3% |
| Participant deferral / active EE | $5,954 | $3,928+51.6% | $4,851+22.7% | $4,125+44.3% |
| Admin fee / account holder | $4,555 | $6,724-32.3% | $8,252-44.8% | $5,651-19.4% |