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 | $82,878 | $64,348+28.8% | $90,160-8.1% | $70,131+18.2% |
| Participation rate | 97.8% | 70.4%+27.4pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 18.33% | 28.13%-9.8pp | 34.88%-16.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $5,413 | $2,046+164.6% | $3,318+63.1% | $2,342+131.1% |
| Participant deferral / active EE | $8,406 | $4,389+91.5% | $5,288+59.0% | $3,332+152.3% |
| Admin fee / account holder | $3,560 | $3,944-9.7% | $5,943-40.1% | $4,645-23.4% |