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 | $109,526 | $80,968+35.3% | $96,544+13.4% | $75,163+45.7% |
| Participation rate | 95.2% | 71.8%+23.5pp | 76.0%+19.3pp | 67.2%+28.0pp |
| Annual return | 20.10% | 27.06%-7.0pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,634 | $2,282+15.5% | $2,965-11.1% | $2,670-1.3% |
| Participant deferral / active EE | $5,013 | $3,928+27.6% | $4,851+3.3% | $4,125+21.5% |
| Admin fee / account holder | $1,900 | $6,724-71.7% | $8,252-77.0% | $5,651-66.4% |