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 | $93,255 | $93,571-0.3% | $135,903-31.4% | $75,163+24.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 21.72% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,816 | $3,537+64.4% | $4,856+19.8% | $2,670+117.8% |
| Participant deferral / active EE | $12,727 | $6,404+98.7% | $7,758+64.1% | $4,125+208.5% |
| Admin fee / account holder | $3,380 | $6,975-51.5% | $10,762-68.6% | $5,651-40.2% |