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 | $109,147 | $76,367+42.9% | $93,606+16.6% | $72,985+49.5% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.8%+20.4pp | 69.5%+26.7pp |
| Annual return | 21.54% | 25.82%-4.3pp | 32.76%-11.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,368 | $2,275+92.0% | $2,718+60.7% | $2,440+79.0% |
| Participant deferral / active EE | $5,058 | $3,538+43.0% | $4,069+24.3% | $3,607+40.2% |
| Admin fee / account holder | $4,322 | $6,838-36.8% | $7,888-45.2% | $5,124-15.7% |