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 | $88,498 | $78,705+12.4% | $117,854-24.9% | $70,131+26.2% |
| Participation rate | 88.6% | 73.2%+15.4pp | 79.7%+8.9pp | 69.5%+19.0pp |
| Annual return | 14.52% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,658 | $2,223-25.4% | $3,786-56.2% | $2,342-29.2% |
| Participant deferral / active EE | $4,451 | $3,297+35.0% | $4,482-0.7% | $3,332+33.6% |
| Admin fee / account holder | $3,973 | $5,065-21.6% | $8,020-50.5% | $4,645-14.5% |