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 | $90,216 | $91,190-1.1% | $178,490-49.5% | $79,858+13.0% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.6pp |
| Annual return | 13.10% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,171 | $3,256+28.1% | $5,011-16.7% | $2,471+68.8% |
| Participant deferral / active EE | $8,483 | $3,236+162.1% | $5,202+63.1% | $3,740+126.8% |
| Admin fee / account holder | $29,829 | $6,751+341.8% | $13,984+113.3% | $5,306+462.1% |