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 | $85,376 | $86,286-1.1% | $111,297-23.3% | $85,850-0.6% |
| Participation rate | 94.3% | 73.3%+21.0pp | 77.3%+17.0pp | 69.3%+25.0pp |
| Annual return | 14.15% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $4,744 | $2,043+132.2% | $2,731+73.7% | $2,565+84.9% |
| Participant deferral / active EE | $11,877 | $3,641+226.2% | $4,487+164.7% | $3,952+200.5% |
| Admin fee / account holder | $3,870 | $8,188-52.7% | $7,964-51.4% | $6,260-38.2% |