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 | $113,237 | $77,503+46.1% | $100,391+12.8% | $80,856+40.0% |
| Participation rate | 98.9% | 76.9%+22.0pp | 81.5%+17.4pp | 67.6%+31.3pp |
| Annual return | 17.11% | 37.20%-20.1pp | 49.20%-32.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,707 | $2,801-3.4% | $3,942-31.3% | $2,755-1.7% |
| Participant deferral / active EE | $11,659 | $6,820+70.9% | $8,082+44.3% | $4,296+171.4% |
| Admin fee / account holder | $2,244 | $5,897-62.0% | $7,899-71.6% | $6,918-67.6% |