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 | $104,291 | $72,492+43.9% | $87,100+19.7% | $72,985+42.9% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.9%+17.2pp | 69.5%+24.5pp |
| Annual return | 21.02% | 24.46%-3.4pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,762 | $1,894+45.8% | $2,521+9.5% | $2,440+13.2% |
| Participant deferral / active EE | $4,167 | $3,270+27.4% | $4,049+2.9% | $3,607+15.5% |
| Admin fee / account holder | $4,665 | $5,055-7.7% | $7,497-37.8% | $5,124-9.0% |