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 | $116,771 | $80,968+44.2% | $96,544+21.0% | $75,163+55.4% |
| Participation rate | 96.2% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.0pp |
| Annual return | 17.75% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,858 | $2,282-18.6% | $2,965-37.3% | $2,670-30.4% |
| Participant deferral / active EE | $6,394 | $3,928+62.8% | $4,851+31.8% | $4,125+55.0% |
| Admin fee / account holder | $7,999 | $6,724+19.0% | $8,252-3.1% | $5,651+41.6% |