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 | $102,830 | $72,277+42.3% | $101,248+1.6% | $79,858+28.8% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 14.84% | 22.30%-7.5pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,636 | $2,692+35.1% | $3,660-0.6% | $2,471+47.2% |
| Participant deferral / active EE | $7,833 | $3,282+138.7% | $4,370+79.2% | $3,740+109.4% |
| Admin fee / account holder | $2,085 | $4,400-52.6% | $5,945-64.9% | $5,306-60.7% |