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 | $116,415 | $86,929+33.9% | $102,423+13.7% | $80,856+44.0% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.6%+30.9pp |
| Annual return | 13.07% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,949 | $2,369+66.7% | $3,023+30.6% | $2,755+43.4% |
| Participant deferral / active EE | $8,199 | $4,118+99.1% | $5,053+62.3% | $4,296+90.9% |
| Admin fee / account holder | $3,685 | $8,049-54.2% | $9,451-61.0% | $6,918-46.7% |