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 | $108,311 | $94,625+14.5% | $116,228-6.8% | $84,808+27.7% |
| Participation rate | 89.4% | 70.4%+18.9pp | 74.6%+14.8pp | 68.3%+21.1pp |
| Annual return | 19.42% | 20.40%-1.0pp | 90.06%-70.6pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,911 | $2,347-18.6% | $2,994-36.2% | $2,631-27.4% |
| Participant deferral / active EE | $5,734 | $3,972+44.4% | $4,953+15.8% | $4,212+36.1% |
| Admin fee / account holder | $14,333 | $10,091+42.0% | $11,989+19.5% | $7,344+95.2% |