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 | $105,197 | $82,523+27.5% | $115,752-9.1% | $70,131+50.0% |
| Participation rate | 86.5% | 74.0%+12.5pp | 77.8%+8.7pp | 69.5%+16.9pp |
| Annual return | 17.98% | 28.22%-10.2pp | 19.41%-1.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,740 | $2,758+35.6% | $3,492+7.1% | $2,342+59.7% |
| Participant deferral / active EE | $10,212 | $4,062+151.4% | $5,204+96.3% | $3,332+206.5% |
| Admin fee / account holder | $11,536 | $4,552+153.4% | $6,278+83.7% | $4,645+148.3% |