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 | $114,008 | $95,803+19.0% | $113,168+0.7% | $84,808+34.4% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 13.21% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,700 | $2,360+56.8% | $2,975+24.4% | $2,631+40.6% |
| Participant deferral / active EE | $8,478 | $4,242+99.8% | $5,107+66.0% | $4,212+101.3% |
| Admin fee / account holder | $4,788 | $8,989-46.7% | $12,068-60.3% | $7,344-34.8% |