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 | $116,997 | $95,803+22.1% | $113,168+3.4% | $84,808+38.0% |
| Participation rate | 88.0% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.7pp |
| Annual return | 12.42% | 25.00%-12.6pp | 24.27%-11.8pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,032 | $2,360-56.2% | $2,975-65.3% | $2,631-60.8% |
| Participant deferral / active EE | $4,995 | $4,242+17.8% | $5,107-2.2% | $4,212+18.6% |
| Admin fee / account holder | $19,285 | $8,989+114.5% | $12,068+59.8% | $7,344+162.6% |