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 | $105,909 | $95,453+11.0% | $112,040-5.5% | $82,448+28.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 46.94% | 23.92%+23.0pp | 24.52%+22.4pp | 41.64%+5.3pp |
| Employer contribution / active EE | $2,514 | $2,318+8.5% | $2,954-14.9% | $2,551-1.5% |
| Participant deferral / active EE | $4,195 | $4,224-0.7% | $5,098-17.7% | $4,139+1.3% |
| Admin fee / account holder | $21,974 | $9,013+143.8% | $12,098+81.6% | $7,234+203.7% |