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 | $114,287 | $94,625+20.8% | $116,228-1.7% | $84,808+34.8% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.6%+23.4pp | 68.3%+29.7pp |
| Annual return | 15.51% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,079 | $2,347+31.2% | $2,994+2.8% | $2,631+17.0% |
| Participant deferral / active EE | $8,712 | $3,972+119.4% | $4,953+75.9% | $4,212+106.9% |
| Admin fee / account holder | $10,074 | $10,091-0.2% | $11,989-16.0% | $7,344+37.2% |