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 | $81,286 | $77,419+5.0% | $69,455+17.0% | $152,861-46.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.4%+12.6pp |
| Annual return | 15.87% | 39.06%-23.2pp | 28.97%-13.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $5,133 | $3,315+54.8% | $2,779+84.7% | $4,762+7.8% |
| Participant deferral / active EE | $8,755 | $4,414+98.4% | $3,535+147.6% | $5,850+49.7% |
| Admin fee / account holder | $5,579 | $6,207-10.1% | $3,839+45.3% | $11,596-51.9% |