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 | $93,044 | $93,571-0.6% | $135,903-31.5% | $75,163+23.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 18.78% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,903 | $3,537-17.9% | $4,856-40.2% | $2,670+8.7% |
| Participant deferral / active EE | $11,929 | $6,404+86.3% | $7,758+53.8% | $4,125+189.2% |
| Admin fee / account holder | $8,782 | $6,975+25.9% | $10,762-18.4% | $5,651+55.4% |