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 | $109,422 | $62,586+74.8% | $76,768+42.5% | $64,186+70.5% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | 9.97% | -1.95%+11.9pp | 2.43%+7.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $2,015 | $1,832+10.0% | $2,485-18.9% | $2,381-15.4% |
| Participant deferral / active EE | $7,596 | $3,145+141.6% | $3,852+97.2% | $3,470+118.9% |
| Admin fee / account holder | $17,869 | $4,667+282.9% | $6,675+167.7% | $4,888+265.6% |