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 | $103,252 | $86,286+19.7% | $111,297-7.2% | $85,850+20.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 77.3%+15.5pp | 69.3%+23.5pp |
| Annual return | 14.98% | 19.99%-5.0pp | 54.65%-39.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,522 | $2,043+72.4% | $2,731+29.0% | $2,565+37.3% |
| Participant deferral / active EE | $7,554 | $3,641+107.5% | $4,487+68.3% | $3,952+91.2% |
| Admin fee / account holder | $8,407 | $8,188+2.7% | $7,964+5.6% | $6,260+34.3% |