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 | $113,828 | $95,803+18.8% | $113,168+0.6% | $84,808+34.2% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 16.66% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,497 | $2,360+48.2% | $2,975+17.5% | $2,631+32.9% |
| Participant deferral / active EE | $6,613 | $4,242+55.9% | $5,107+29.5% | $4,212+57.0% |
| Admin fee / account holder | $1,191 | $8,989-86.8% | $12,068-90.1% | $7,344-83.8% |