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 | $113,794 | $76,552+48.7% | $123,892-8.2% | $62,891+80.9% |
| Participation rate | 97.1% | 73.0%+24.2pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,463 | $2,883+20.1% | $4,617-25.0% | $2,281+51.8% |
| Participant deferral / active EE | $6,528 | $4,840+34.9% | $5,984+9.1% | $3,203+103.8% |
| Admin fee / account holder | $12,481 | $4,826+158.6% | $8,357+49.4% | $4,296+190.6% |