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 | $100,395 | $74,927+34.0% | $101,794-1.4% | $84,808+18.4% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.2%+19.7pp | 68.3%+20.6pp |
| Annual return | 14.75% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,998 | $1,522+31.3% | $2,289-12.7% | $2,631-24.1% |
| Participant deferral / active EE | $4,222 | $3,099+36.2% | $4,084+3.4% | $4,212+0.2% |
| Admin fee / account holder | $9,951 | $6,514+52.8% | $8,777+13.4% | $7,344+35.5% |