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 | $96,163 | $93,571+2.8% | $135,903-29.2% | $75,163+27.9% |
| Participation rate | 94.2% | 75.2%+19.1pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 21.98% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,837 | $3,537-19.8% | $4,856-41.6% | $2,670+6.3% |
| Participant deferral / active EE | $8,122 | $6,404+26.8% | $7,758+4.7% | $4,125+96.9% |
| Admin fee / account holder | $7,222 | $6,975+3.5% | $10,762-32.9% | $5,651+27.8% |