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 | $111,474 | $95,803+16.4% | $113,168-1.5% | $84,808+31.4% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 13.04% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,551 | $2,360+8.1% | $2,975-14.3% | $2,631-3.1% |
| Participant deferral / active EE | $8,555 | $4,242+101.7% | $5,107+67.5% | $4,212+103.1% |
| Admin fee / account holder | $14,925 | $8,989+66.0% | $12,068+23.7% | $7,344+103.2% |