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 | $106,940 | $94,625+13.0% | $116,228-8.0% | $84,808+26.1% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.6%+23.1pp | 68.3%+29.4pp |
| Annual return | 19.76% | 20.40%-0.6pp | 90.06%-70.3pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,569 | $2,347+9.5% | $2,994-14.2% | $2,631-2.3% |
| Participant deferral / active EE | $8,603 | $3,972+116.6% | $4,953+73.7% | $4,212+104.3% |
| Admin fee / account holder | $12,313 | $10,091+22.0% | $11,989+2.7% | $7,344+67.7% |