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 | $123,553 | $72,492+70.4% | $87,100+41.9% | $72,985+69.3% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 24.25% | 24.46%-0.2pp | 28.19%-3.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,838 | $1,894+49.8% | $2,521+12.5% | $2,440+16.3% |
| Participant deferral / active EE | $5,890 | $3,270+80.1% | $4,049+45.5% | $3,607+63.3% |
| Admin fee / account holder | $3,417 | $5,055-32.4% | $7,497-54.4% | $5,124-33.3% |