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 | $94,830 | $89,355+6.1% | $141,162-32.8% | $72,985+29.9% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,672 | $3,114+17.9% | $4,735-22.5% | $2,440+50.5% |
| Participant deferral / active EE | $6,587 | $5,418+21.6% | $6,709-1.8% | $3,607+82.6% |
| Admin fee / account holder | $2,351 | $5,958-60.5% | $10,261-77.1% | $5,124-54.1% |