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 | $94,544 | $99,985-5.4% | $146,665-35.5% | $85,850+10.1% |
| Participation rate | 90.5% | 73.1%+17.4pp | 80.1%+10.4pp | 69.3%+21.2pp |
| Annual return | 22.25% | 18.93%+3.3pp | 22.74%-0.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,657 | $2,559-35.2% | $4,136-59.9% | $2,565-35.4% |
| Participant deferral / active EE | $4,470 | $4,006+11.6% | $5,506-18.8% | $3,952+13.1% |
| Admin fee / account holder | $3,117 | $7,702-59.5% | $10,280-69.7% | $6,260-50.2% |