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 | $95,000 | $95,803-0.8% | $113,168-16.1% | $84,808+12.0% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.3pp |
| Annual return | 14.72% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,947 | $2,360+109.6% | $2,975+66.3% | $2,631+88.0% |
| Participant deferral / active EE | $7,337 | $4,242+73.0% | $5,107+43.7% | $4,212+74.2% |
| Admin fee / account holder | $60,607 | $8,989+574.2% | $12,068+402.2% | $7,344+725.3% |