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 | $117,662 | $87,870+33.9% | $113,168+4.0% | $74,304+58.4% |
| Participation rate | 85.8% | 70.7%+15.1pp | 76.6%+9.3pp | 60.3%+25.5pp |
| Annual return | 15.31% | 26.44%-11.1pp | 24.27%-9.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,437 | $2,277+7.0% | $2,975-18.1% | $2,241+8.7% |
| Participant deferral / active EE | $5,883 | $4,241+38.7% | $5,107+15.2% | $3,767+56.2% |
| Admin fee / account holder | $15,153 | $3,368+349.9% | $12,068+25.6% | $2,969+410.4% |