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 | $113,307 | $73,787+53.6% | $98,716+14.8% | $82,448+37.4% |
| Participation rate | 88.1% | 61.4%+26.7pp | 69.3%+18.8pp | 68.1%+20.0pp |
| Annual return | 13.72% | 18.57%-4.8pp | 31.81%-18.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,542 | $1,511+2.0% | $2,279-32.3% | $2,551-39.5% |
| Participant deferral / active EE | $4,440 | $3,081+44.1% | $4,048+9.7% | $4,139+7.3% |
| Admin fee / account holder | $7,134 | $6,500+9.8% | $8,703-18.0% | $7,234-1.4% |