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 | $118,065 | $95,803+23.2% | $113,168+4.3% | $84,808+39.2% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 13.10% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,219 | $2,360+36.4% | $2,975+8.2% | $2,631+22.4% |
| Participant deferral / active EE | $5,892 | $4,242+38.9% | $5,107+15.4% | $4,212+39.9% |
| Admin fee / account holder | $1,290 | $8,989-85.6% | $12,068-89.3% | $7,344-82.4% |