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 | $104,435 | $95,803+9.0% | $113,168-7.7% | $84,808+23.1% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 14.29% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,671 | $2,360+55.5% | $2,975+23.4% | $2,631+39.5% |
| Participant deferral / active EE | $5,378 | $4,242+26.8% | $5,107+5.3% | $4,212+27.7% |
| Admin fee / account holder | $11,337 | $8,989+26.1% | $12,068-6.1% | $7,344+54.4% |