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 | $81,820 | $80,968+1.1% | $96,544-15.3% | $75,163+8.9% |
| Participation rate | 91.8% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.6pp |
| Annual return | 17.34% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,345 | $2,282+2.8% | $2,965-20.9% | $2,670-12.2% |
| Participant deferral / active EE | $5,305 | $3,928+35.0% | $4,851+9.4% | $4,125+28.6% |
| Admin fee / account holder | $844 | $6,724-87.5% | $8,252-89.8% | $5,651-85.1% |