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 | $102,913 | $77,503+32.8% | $100,391+2.5% | $80,856+27.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 13.63% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,336 | $2,801+54.8% | $3,942+10.0% | $2,755+57.4% |
| Participant deferral / active EE | $10,451 | $6,820+53.2% | $8,082+29.3% | $4,296+143.3% |
| Admin fee / account holder | $2,673 | $5,897-54.7% | $7,899-66.2% | $6,918-61.4% |