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 8-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 | $106,933 | $95,803+11.6% | $113,168-5.5% | $84,808+26.1% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 13.23% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,980 | $2,360+68.7% | $2,975+33.8% | $2,631+51.3% |
| Participant deferral / active EE | $5,192 | $4,242+22.4% | $5,107+1.7% | $4,212+23.3% |
| Admin fee / account holder | $15,404 | $8,989+71.4% | $12,068+27.7% | $7,344+109.8% |