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 | $91,061 | $89,753+1.5% | $107,525-15.3% | $84,808+7.4% |
| Participation rate | 80.5% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.2pp |
| Annual return | 27.70% | 29.48%-1.8pp | 181.32%-153.6pp | 40.90%-13.2pp |
| Employer contribution / active EE | $5,323 | $3,113+71.0% | $3,754+41.8% | $2,631+102.3% |
| Participant deferral / active EE | $4,184 | $4,056+3.1% | $5,116-18.2% | $4,212-0.7% |
| Admin fee / account holder | $3,641 | $7,222-49.6% | $8,919-59.2% | $7,344-50.4% |