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 | $95,586 | $91,552+4.4% | $133,956-28.6% | $79,858+19.7% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 18.81% | 61.85%-43.0pp | 45.09%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,786 | $2,384+16.9% | $3,919-28.9% | $2,471+12.8% |
| Participant deferral / active EE | $5,067 | $3,733+35.7% | $5,048+0.4% | $3,740+35.5% |
| Admin fee / account holder | $2,405 | $6,321-61.9% | $8,927-73.1% | $5,306-54.7% |