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 | $90,597 | $80,717+12.2% | $154,803-41.5% | $84,808+6.8% |
| Participation rate | 92.5% | 66.8%+25.6pp | 78.1%+14.4pp | 68.3%+24.1pp |
| Annual return | 16.58% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,508 | $2,761+135.7% | $4,305+51.2% | $2,631+147.4% |
| Participant deferral / active EE | $3,755 | $3,303+13.7% | $5,540-32.2% | $4,212-10.8% |
| Admin fee / account holder | $7,161 | $6,746+6.2% | $14,329-50.0% | $7,344-2.5% |