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 | $81,083 | $67,606+19.9% | $82,313-1.5% | $70,131+15.6% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 16.09% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,891 | $1,755+178.7% | $2,428+101.4% | $2,342+108.8% |
| Participant deferral / active EE | $8,271 | $2,987+176.9% | $3,706+123.2% | $3,332+148.3% |
| Admin fee / account holder | $4,961 | $4,512+9.9% | $5,608-11.5% | $4,645+6.8% |