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 | $118,720 | $108,825+9.1% | $156,181-24.0% | $82,448+44.0% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 19.53% | 20.59%-1.1pp | 64.87%-45.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $9,366 | $2,870+226.4% | $4,294+118.1% | $2,551+267.2% |
| Participant deferral / active EE | $5,765 | $4,577+25.9% | $6,132-6.0% | $4,139+39.3% |
| Admin fee / account holder | $2,108 | $9,341-77.4% | $14,586-85.5% | $7,234-70.9% |