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 | $107,584 | $94,625+13.7% | $116,228-7.4% | $84,808+26.9% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.6%+2.6pp | 68.3%+8.8pp |
| Annual return | 17.01% | 20.40%-3.4pp | 90.06%-73.0pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,730 | $2,347+16.3% | $2,994-8.8% | $2,631+3.8% |
| Participant deferral / active EE | $6,227 | $3,972+56.8% | $4,953+25.7% | $4,212+47.9% |
| Admin fee / account holder | $3,132 | $10,091-69.0% | $11,989-73.9% | $7,344-57.4% |