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 | $102,615 | $81,460+26.0% | $103,333-0.7% | $80,856+26.9% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 18.78% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,612 | $3,105-15.9% | $3,868-32.5% | $2,755-5.2% |
| Participant deferral / active EE | $4,947 | $3,869+27.9% | $5,057-2.2% | $4,296+15.2% |
| Admin fee / account holder | $1,531 | $6,566-76.7% | $8,355-81.7% | $6,918-77.9% |