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 | $96,153 | $79,944+20.3% | $98,439-2.3% | $75,163+27.9% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.2%+15.1pp | 67.2%+23.1pp |
| Annual return | 13.10% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,020 | $2,264-54.9% | $3,048-66.5% | $2,670-61.8% |
| Participant deferral / active EE | $3,959 | $3,752+5.5% | $4,738-16.4% | $4,125-4.0% |
| Admin fee / account holder | $6,907 | $6,840+1.0% | $8,948-22.8% | $5,651+22.2% |