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 | $111,470 | $87,870+26.9% | $113,168-1.5% | $74,304+50.0% |
| Participation rate | 94.7% | 70.7%+24.0pp | 76.6%+18.2pp | 60.3%+34.4pp |
| Annual return | 18.05% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,293 | $2,277+44.6% | $2,975+10.7% | $2,241+46.9% |
| Participant deferral / active EE | $5,894 | $4,241+39.0% | $5,107+15.4% | $3,767+56.4% |
| Admin fee / account holder | $13,131 | $3,368+289.8% | $12,068+8.8% | $2,969+342.3% |