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 | $90,772 | $80,968+12.1% | $96,544-6.0% | $75,163+20.8% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 15.80% | 27.06%-11.3pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,524 | $2,282+10.6% | $2,965-14.9% | $2,670-5.5% |
| Participant deferral / active EE | $4,875 | $3,928+24.1% | $4,851+0.5% | $4,125+18.2% |
| Admin fee / account holder | $6,418 | $6,724-4.6% | $8,252-22.2% | $5,651+13.6% |