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 | $110,011 | $59,839+83.8% | $81,983+34.2% | $79,858+37.8% |
| Participation rate | 86.2% | 61.6%+24.5pp | 69.2%+16.9pp | 69.6%+16.5pp |
| Annual return | 17.49% | 17.56%-0.1pp | 41.31%-23.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $877 | $1,713-48.8% | $2,498-64.9% | $2,471-64.5% |
| Participant deferral / active EE | $4,264 | $2,695+58.2% | $3,722+14.6% | $3,740+14.0% |
| Admin fee / account holder | $10,744 | $4,287+150.6% | $5,664+89.7% | $5,306+102.5% |