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 | $117,011 | $95,803+22.1% | $113,168+3.4% | $84,808+38.0% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 12.73% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,705 | $2,360+14.6% | $2,975-9.1% | $2,631+2.8% |
| Participant deferral / active EE | $5,810 | $4,242+37.0% | $5,107+13.8% | $4,212+38.0% |
| Admin fee / account holder | $15,267 | $8,989+69.8% | $12,068+26.5% | $7,344+107.9% |