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 | $107,691 | $73,933+45.7% | $96,683+11.4% | $75,163+43.3% |
| Participation rate | 98.5% | 66.4%+32.1pp | 74.3%+24.1pp | 67.2%+31.3pp |
| Annual return | 19.93% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,219 | $2,928+9.9% | $3,737-13.9% | $2,670+20.6% |
| Participant deferral / active EE | $8,178 | $3,659+123.5% | $4,878+67.6% | $4,125+98.2% |
| Admin fee / account holder | $1,193 | $5,216-77.1% | $6,730-82.3% | $5,651-78.9% |