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 | $89,089 | $80,968+10.0% | $96,544-7.7% | $75,163+18.5% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 17.94% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,099 | $2,282+123.5% | $2,965+72.0% | $2,670+91.0% |
| Participant deferral / active EE | $3,637 | $3,928-7.4% | $4,851-25.0% | $4,125-11.8% |
| Admin fee / account holder | $4,226 | $6,724-37.2% | $8,252-48.8% | $5,651-25.2% |