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 | $105,870 | $56,110+88.7% | $94,993+11.4% | $70,131+51.0% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.9%+22.8pp | 69.5%+27.1pp |
| Annual return | 17.15% | 51.02%-33.9pp | 27.12%-10.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,371 | $1,442+64.4% | $2,603-8.9% | $2,342+1.2% |
| Participant deferral / active EE | $4,958 | $2,391+107.3% | $3,317+49.5% | $3,332+48.8% |
| Admin fee / account holder | $1,256 | $3,456-63.7% | $4,960-74.7% | $4,645-73.0% |