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 | $92,082 | $93,571-1.6% | $135,903-32.2% | $75,163+22.5% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 18.91% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $6,660 | $3,537+88.3% | $4,856+37.1% | $2,670+149.4% |
| Participant deferral / active EE | $10,876 | $6,404+69.8% | $7,758+40.2% | $4,125+163.6% |
| Admin fee / account holder | $5,152 | $6,975-26.1% | $10,762-52.1% | $5,651-8.8% |