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 | $121,653 | $94,625+28.6% | $116,228+4.7% | $84,808+43.4% |
| Participation rate | 88.2% | 70.4%+17.7pp | 74.6%+13.6pp | 68.3%+19.8pp |
| Annual return | 20.38% | 20.40%0pp | 90.06%-69.7pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,997 | $2,347-14.9% | $2,994-33.3% | $2,631-24.1% |
| Participant deferral / active EE | $5,844 | $3,972+47.1% | $4,953+18.0% | $4,212+38.7% |
| Admin fee / account holder | $4,040 | $10,091-60.0% | $11,989-66.3% | $7,344-45.0% |