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 | $94,749 | $93,571+1.3% | $135,903-30.3% | $75,163+26.1% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 18.62% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,014 | $3,537+13.5% | $4,856-17.3% | $2,670+50.3% |
| Participant deferral / active EE | $9,719 | $6,404+51.8% | $7,758+25.3% | $4,125+135.6% |
| Admin fee / account holder | $3,903 | $6,975-44.1% | $10,762-63.7% | $5,651-30.9% |