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 | $139,596 | $109,413+27.6% | $156,263-10.7% | $84,808+64.6% |
| Participation rate | 91.9% | 72.7%+19.2pp | 78.9%+13.0pp | 68.3%+23.6pp |
| Annual return | 16.85% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,532 | $2,907+21.5% | $4,333-18.5% | $2,631+34.2% |
| Participant deferral / active EE | $8,324 | $4,590+81.4% | $6,158+35.2% | $4,212+97.6% |
| Admin fee / account holder | $18,855 | $9,357+101.5% | $14,255+32.3% | $7,344+156.8% |