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 | $83,518 | $80,968+3.1% | $96,544-13.5% | $75,163+11.1% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 17.75% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,986 | $2,282+30.9% | $2,965+0.7% | $2,670+11.8% |
| Participant deferral / active EE | $7,561 | $3,928+92.5% | $4,851+55.9% | $4,125+83.3% |
| Admin fee / account holder | $5,028 | $6,724-25.2% | $8,252-39.1% | $5,651-11.0% |