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 | $100,694 | $76,552+31.5% | $123,892-18.7% | $62,891+60.1% |
| Participation rate | 87.0% | 73.0%+14.1pp | 81.4%+5.6pp | 69.3%+17.7pp |
| Annual return | 13.66% | 18.68%-5.0pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $849 | $2,883-70.6% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $10,054 | $4,840+107.7% | $5,984+68.0% | $3,203+213.9% |
| Admin fee / account holder | $3,061 | $4,826-36.6% | $8,357-63.4% | $4,296-28.7% |