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 | $98,408 | $80,968+21.5% | $96,544+1.9% | $75,163+30.9% |
| Participation rate | 90.5% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.3pp |
| Annual return | 13.74% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,717 | $2,282+62.9% | $2,965+25.4% | $2,670+39.2% |
| Participant deferral / active EE | $3,868 | $3,928-1.5% | $4,851-20.3% | $4,125-6.2% |
| Admin fee / account holder | $4,418 | $6,724-34.3% | $8,252-46.5% | $5,651-21.8% |