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 | $90,809 | $103,966-12.7% | $112,887-19.6% | $75,163+20.8% |
| Participation rate | 94.7% | 75.7%+19.1pp | 80.5%+14.2pp | 67.2%+27.5pp |
| Annual return | 14.86% | 24.54%-9.7pp | 34.10%-19.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,081 | $3,870-20.4% | $4,563-32.5% | $2,670+15.4% |
| Participant deferral / active EE | $6,224 | $5,456+14.1% | $6,513-4.4% | $4,125+50.9% |
| Admin fee / account holder | $11,251 | $7,663+46.8% | $7,047+59.7% | $5,651+99.1% |