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 | $96,646 | $93,571+3.3% | $135,903-28.9% | $75,163+28.6% |
| Participation rate | 98.6% | 75.2%+23.5pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 19.15% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,502 | $3,537-1.0% | $4,856-27.9% | $2,670+31.2% |
| Participant deferral / active EE | $8,329 | $6,404+30.1% | $7,758+7.4% | $4,125+101.9% |
| Admin fee / account holder | $516 | $6,975-92.6% | $10,762-95.2% | $5,651-90.9% |