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 | $87,151 | $84,233+3.5% | $170,442-48.9% | $70,131+24.3% |
| Participation rate | 98.3% | 70.8%+27.5pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 12.60% | 23.06%-10.5pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $8,040 | $3,387+137.4% | $5,433+48.0% | $2,342+243.2% |
| Participant deferral / active EE | $4,073 | $3,086+32.0% | $4,939-17.5% | $3,332+22.3% |
| Admin fee / account holder | $2,779 | $5,698-51.2% | $13,880-80.0% | $4,645-40.2% |