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 | $111,969 | $95,803+16.9% | $113,168-1.1% | $84,808+32.0% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,526 | $2,360+7.0% | $2,975-15.1% | $2,631-4.0% |
| Participant deferral / active EE | $5,268 | $4,242+24.2% | $5,107+3.2% | $4,212+25.1% |
| Admin fee / account holder | $8,936 | $8,989-0.6% | $12,068-26.0% | $7,344+21.7% |