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 | $95,169 | $95,803-0.7% | $113,168-15.9% | $84,808+12.2% |
| Participation rate | 91.2% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+22.9pp |
| Annual return | 24.15% | 25.00%-0.9pp | 24.27%-0.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $4,884 | $2,360+106.9% | $2,975+64.2% | $2,631+85.6% |
| Participant deferral / active EE | $7,389 | $4,242+74.2% | $5,107+44.7% | $4,212+75.5% |
| Admin fee / account holder | $10,640 | $8,989+18.4% | $12,068-11.8% | $7,344+44.9% |