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 | $96,728 | $93,571+3.4% | $135,903-28.8% | $75,163+28.7% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 15.39% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,548 | $3,537+0.3% | $4,856-26.9% | $2,670+32.9% |
| Participant deferral / active EE | $6,062 | $6,404-5.3% | $7,758-21.9% | $4,125+47.0% |
| Admin fee / account holder | $11,364 | $6,975+62.9% | $10,762+5.6% | $5,651+101.1% |