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 | $94,672 | $93,571+1.2% | $135,903-30.3% | $75,163+26.0% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 17.40% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $6,194 | $3,537+75.1% | $4,856+27.5% | $2,670+132.0% |
| Participant deferral / active EE | $6,920 | $6,404+8.1% | $7,758-10.8% | $4,125+67.7% |
| Admin fee / account holder | $1,828 | $6,975-73.8% | $10,762-83.0% | $5,651-67.6% |