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 | $91,056 | $93,571-2.7% | $135,903-33.0% | $75,163+21.1% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 15.85% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,980 | $3,537+12.5% | $4,856-18.0% | $2,670+49.1% |
| Participant deferral / active EE | $9,471 | $6,404+47.9% | $7,758+22.1% | $4,125+129.6% |
| Admin fee / account holder | $2,901 | $6,975-58.4% | $10,762-73.0% | $5,651-48.7% |