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 | $111,096 | $83,477+33.1% | $125,175-11.2% | $72,985+52.2% |
| Participation rate | 76.4% | 73.3%+3.1pp | 79.8%-3.4pp | 69.5%+6.9pp |
| Annual return | 22.80% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,758 | $2,345+17.6% | $3,865-28.7% | $2,440+13.0% |
| Participant deferral / active EE | $8,903 | $3,585+148.3% | $4,937+80.3% | $3,607+146.8% |
| Admin fee / account holder | $7,689 | $5,517+39.4% | $9,702-20.7% | $5,124+50.1% |