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 | $88,537 | $78,926+12.2% | $136,749-35.3% | $84,808+4.4% |
| Participation rate | 90.9% | 62.2%+28.7pp | 72.1%+18.8pp | 68.3%+22.6pp |
| Annual return | 21.15% | 18.17%+3.0pp | 24.33%-3.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,607 | $2,134+69.0% | $3,400+6.1% | $2,631+37.1% |
| Participant deferral / active EE | $8,215 | $3,168+159.3% | $4,692+75.1% | $4,212+95.1% |
| Admin fee / account holder | $6,188 | $6,369-2.8% | $11,386-45.7% | $7,344-15.7% |