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 | $112,526 | $94,625+18.9% | $116,228-3.2% | $84,808+32.7% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.6%+19.4pp | 68.3%+25.6pp |
| Annual return | 14.00% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,290 | $2,347-2.4% | $2,994-23.5% | $2,631-13.0% |
| Participant deferral / active EE | $1,922 | $3,972-51.6% | $4,953-61.2% | $4,212-54.4% |
| Admin fee / account holder | $4,425 | $10,091-56.2% | $11,989-63.1% | $7,344-39.8% |