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 | $98,713 | $109,413-9.8% | $156,263-36.8% | $84,808+16.4% |
| Participation rate | 98.1% | 72.7%+25.5pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 17.49% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,672 | $2,907+60.7% | $4,333+7.8% | $2,631+77.6% |
| Participant deferral / active EE | $3,639 | $4,590-20.7% | $6,158-40.9% | $4,212-13.6% |
| Admin fee / account holder | $6,231 | $9,357-33.4% | $14,255-56.3% | $7,344-15.1% |