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 | $94,106 | $93,571+0.6% | $135,903-30.8% | $75,163+25.2% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 25.82% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $5,706 | $3,537+61.3% | $4,856+17.5% | $2,670+113.7% |
| Participant deferral / active EE | $15,153 | $6,404+136.6% | $7,758+95.3% | $4,125+267.3% |
| Admin fee / account holder | $5,879 | $6,975-15.7% | $10,762-45.4% | $5,651+4.0% |