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 | $114,609 | $101,724+12.7% | $164,813-30.5% | $80,856+41.7% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 24.11% | 16.72%+7.4pp | 69.93%-45.8pp | 35.59%-11.5pp |
| Employer contribution / active EE | $3,961 | $2,953+34.1% | $4,341-8.7% | $2,755+43.8% |
| Participant deferral / active EE | $9,456 | $4,477+111.2% | $6,031+56.8% | $4,296+120.1% |
| Admin fee / account holder | $2,438 | $8,227-70.4% | $12,690-80.8% | $6,918-64.8% |