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 | $90,480 | $93,571-3.3% | $135,903-33.4% | $75,163+20.4% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 21.61% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,208 | $3,537+19.0% | $4,856-13.4% | $2,670+57.6% |
| Participant deferral / active EE | $9,042 | $6,404+41.2% | $7,758+16.5% | $4,125+119.2% |
| Admin fee / account holder | $6,171 | $6,975-11.5% | $10,762-42.7% | $5,651+9.2% |