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 | $114,357 | $87,870+30.1% | $113,168+1.1% | $74,304+53.9% |
| Participation rate | 91.1% | 70.7%+20.3pp | 76.6%+14.5pp | 60.3%+30.7pp |
| Annual return | 20.36% | 26.44%-6.1pp | 24.27%-3.9pp | 29.43%-9.1pp |
| Employer contribution / active EE | $6,720 | $2,277+195.1% | $2,975+125.9% | $2,241+199.8% |
| Participant deferral / active EE | $4,475 | $4,241+5.5% | $5,107-12.4% | $3,767+18.8% |
| Admin fee / account holder | $3,434 | $3,368+2.0% | $12,068-71.5% | $2,969+15.7% |