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 | $30,890 | $103,376-70.1% | $87,100-64.5% | $152,861-79.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 24.18% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,998 | $3,220-6.9% | $2,521+18.9% | $4,762-37.1% |
| Participant deferral / active EE | $4,378 | $4,778-8.4% | $4,049+8.1% | $5,850-25.2% |
| Admin fee / account holder | $1,841 | $12,205-84.9% | $7,497-75.4% | $11,596-84.1% |