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 | $95,341 | $95,453-0.1% | $112,040-14.9% | $82,448+15.6% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 17.43% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,209 | $2,318+81.6% | $2,954+42.5% | $2,551+65.0% |
| Participant deferral / active EE | $13,672 | $4,224+223.7% | $5,098+168.2% | $4,139+230.3% |
| Admin fee / account holder | $12,314 | $9,013+36.6% | $12,098+1.8% | $7,234+70.2% |