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 | $91,822 | $79,944+14.9% | $98,439-6.7% | $75,163+22.2% |
| Participation rate | 90.6% | 70.4%+20.2pp | 75.2%+15.4pp | 67.2%+23.4pp |
| Annual return | 14.36% | 19.75%-5.4pp | 21.16%-6.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,040 | $2,264+78.5% | $3,048+32.6% | $2,670+51.3% |
| Participant deferral / active EE | $8,170 | $3,752+117.7% | $4,738+72.4% | $4,125+98.0% |
| Admin fee / account holder | $28,180 | $6,840+312.0% | $8,948+214.9% | $5,651+398.7% |