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 | $107,637 | $95,803+12.4% | $113,168-4.9% | $84,808+26.9% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | 18.49% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $11,523 | $2,360+388.3% | $2,975+287.3% | $2,631+338.0% |
| Participant deferral / active EE | $7,649 | $4,242+80.3% | $5,107+49.8% | $4,212+81.6% |
| Admin fee / account holder | $23,925 | $8,989+166.2% | $12,068+98.3% | $7,344+225.8% |