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 | $94,905 | $89,753+5.7% | $107,525-11.7% | $84,808+11.9% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 16.03% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,624 | $3,113+80.6% | $3,754+49.8% | $2,631+113.8% |
| Participant deferral / active EE | $5,159 | $4,056+27.2% | $5,116+0.9% | $4,212+22.5% |
| Admin fee / account holder | $2,773 | $7,222-61.6% | $8,919-68.9% | $7,344-62.2% |