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 | $113,741 | $95,803+18.7% | $113,168+0.5% | $84,808+34.1% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 16.51% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,969 | $2,360+25.8% | $2,975-0.2% | $2,631+12.8% |
| Participant deferral / active EE | $7,061 | $4,242+66.5% | $5,107+38.3% | $4,212+67.7% |
| Admin fee / account holder | $12,489 | $8,989+38.9% | $12,068+3.5% | $7,344+70.1% |