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 | $94,124 | $118,450-20.5% | $98,439-4.4% | $139,434-32.5% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 21.80% | 18.94%+2.9pp | 21.16%+0.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $4,670 | $3,609+29.4% | $3,048+53.2% | $4,751-1.7% |
| Participant deferral / active EE | $6,842 | $5,392+26.9% | $4,738+44.4% | $6,710+2.0% |
| Admin fee / account holder | $1,103 | $14,026-92.1% | $8,948-87.7% | $11,403-90.3% |