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 | $102,820 | $101,724+1.1% | $164,813-37.6% | $80,856+27.2% |
| Participation rate | 95.6% | 71.8%+23.7pp | 78.6%+17.0pp | 67.6%+27.9pp |
| Annual return | 18.55% | 16.72%+1.8pp | 69.93%-51.4pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,168 | $2,953-26.6% | $4,341-50.1% | $2,755-21.3% |
| Participant deferral / active EE | $5,572 | $4,477+24.5% | $6,031-7.6% | $4,296+29.7% |
| Admin fee / account holder | $5,009 | $8,227-39.1% | $12,690-60.5% | $6,918-27.6% |