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 | $79,926 | $99,985-20.1% | $146,665-45.5% | $85,850-6.9% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 14.73% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,774 | $2,559+8.4% | $4,136-32.9% | $2,565+8.2% |
| Participant deferral / active EE | $2,597 | $4,006-35.2% | $5,506-52.8% | $3,952-34.3% |
| Admin fee / account holder | $5,278 | $7,702-31.5% | $10,280-48.7% | $6,260-15.7% |