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 | $110,562 | $81,460+35.7% | $103,333+7.0% | $80,856+36.7% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 25.05% | 25.55%-0.5pp | 24.88%+0.2pp | 35.59%-10.5pp |
| Employer contribution / active EE | $3,537 | $3,105+13.9% | $3,868-8.6% | $2,755+28.4% |
| Participant deferral / active EE | $8,559 | $3,869+121.2% | $5,057+69.2% | $4,296+99.2% |
| Admin fee / account holder | $48,564 | $6,566+639.6% | $8,355+481.3% | $6,918+602.0% |