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 | $104,892 | $87,870+19.4% | $113,168-7.3% | $74,304+41.2% |
| Participation rate | 83.5% | 70.7%+12.7pp | 76.6%+6.9pp | 60.3%+23.1pp |
| Annual return | 14.87% | 26.44%-11.6pp | 24.27%-9.4pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,459 | $2,277+8.0% | $2,975-17.3% | $2,241+9.7% |
| Participant deferral / active EE | $8,880 | $4,241+109.4% | $5,107+73.9% | $3,767+135.7% |
| Admin fee / account holder | $6,978 | $3,368+107.2% | $12,068-42.2% | $2,969+135.0% |