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 | $112,828 | $138,347-18.4% | $184,203-38.7% | $80,856+39.5% |
| Participation rate | 94.6% | 83.9%+10.7pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 13.77% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $6,454 | $4,850+33.1% | $6,427+0.4% | $2,755+134.3% |
| Participant deferral / active EE | $13,810 | $7,071+95.3% | $9,131+51.2% | $4,296+221.5% |
| Admin fee / account holder | $5,630 | $10,483-46.3% | $13,901-59.5% | $6,918-18.6% |