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 | $117,589 | $95,803+22.7% | $113,168+3.9% | $84,808+38.7% |
| Participation rate | 84.5% | 72.9%+11.7pp | 76.6%+8.0pp | 68.3%+16.2pp |
| Annual return | 14.26% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,969 | $2,360+110.6% | $2,975+67.0% | $2,631+88.9% |
| Participant deferral / active EE | $5,363 | $4,242+26.4% | $5,107+5.0% | $4,212+27.3% |
| Admin fee / account holder | $12,255 | $8,989+36.3% | $12,068+1.6% | $7,344+66.9% |