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 | $94,514 | $70,475+34.1% | $100,516-6.0% | $79,858+18.4% |
| Participation rate | 81.4% | 73.7%+7.7pp | 79.4%+2.0pp | 69.6%+11.7pp |
| Annual return | 23.64% | 21.90%+1.7pp | 30.89%-7.2pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,886 | $2,165+79.5% | $3,418+13.7% | $2,471+57.3% |
| Participant deferral / active EE | $8,091 | $5,181+56.2% | $6,270+29.0% | $3,740+116.3% |
| Admin fee / account holder | $11,802 | $4,478+163.5% | $8,081+46.0% | $5,306+122.4% |