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 | $88,326 | $85,766+3.0% | $136,294-35.2% | $70,131+25.9% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 18.10% | 31.45%-13.4pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,506 | $2,966-49.2% | $4,695-67.9% | $2,342-35.7% |
| Participant deferral / active EE | $5,401 | $5,051+6.9% | $6,247-13.5% | $3,332+62.1% |
| Admin fee / account holder | $6,388 | $5,420+17.8% | $9,243-30.9% | $4,645+37.5% |