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 | $114,883 | $77,503+48.2% | $100,391+14.4% | $80,856+42.1% |
| Participation rate | 91.1% | 76.9%+14.2pp | 81.5%+9.6pp | 67.6%+23.5pp |
| Annual return | 14.05% | 37.20%-23.2pp | 49.20%-35.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,124 | $2,801+11.6% | $3,942-20.7% | $2,755+13.4% |
| Participant deferral / active EE | $8,184 | $6,820+20.0% | $8,082+1.3% | $4,296+90.5% |
| Admin fee / account holder | $4,311 | $5,897-26.9% | $7,899-45.4% | $6,918-37.7% |