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 | $98,164 | $76,367+28.5% | $93,606+4.9% | $72,985+34.5% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 26.38% | 25.82%+0.6pp | 32.76%-6.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $4,839 | $2,275+112.7% | $2,718+78.0% | $2,440+98.3% |
| Participant deferral / active EE | $11,037 | $3,538+212.0% | $4,069+171.3% | $3,607+206.0% |
| Admin fee / account holder | $4,499 | $6,838-34.2% | $7,888-43.0% | $5,124-12.2% |