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 | $80,956 | $81,460-0.6% | $103,333-21.7% | $80,856+0.1% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 15.85% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,943 | $3,105+27.0% | $3,868+2.0% | $2,755+43.1% |
| Participant deferral / active EE | $8,451 | $3,869+118.5% | $5,057+67.1% | $4,296+96.7% |
| Admin fee / account holder | $14,875 | $6,566+126.5% | $8,355+78.0% | $6,918+115.0% |