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 | $91,591 | $72,277+26.7% | $101,248-9.5% | $79,858+14.7% |
| Participation rate | 74.6% | 68.5%+6.1pp | 75.8%-1.2pp | 69.6%+4.9pp |
| Annual return | 22.23% | 22.30%-0.1pp | 46.47%-24.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,117 | $2,692-21.3% | $3,660-42.1% | $2,471-14.3% |
| Participant deferral / active EE | $4,360 | $3,282+32.9% | $4,370-0.2% | $3,740+16.6% |
| Admin fee / account holder | $21,047 | $4,400+378.3% | $5,945+254.0% | $5,306+296.6% |