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 | $92,389 | $89,753+2.9% | $107,525-14.1% | $84,808+8.9% |
| Participation rate | 94.8% | 68.1%+26.7pp | 75.1%+19.7pp | 68.3%+26.5pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,429 | $3,113+106.5% | $3,754+71.3% | $2,631+144.4% |
| Participant deferral / active EE | $5,574 | $4,056+37.4% | $5,116+9.0% | $4,212+32.4% |
| Admin fee / account holder | $6,688 | $7,222-7.4% | $8,919-25.0% | $7,344-8.9% |