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 | $116,789 | $95,803+21.9% | $113,168+3.2% | $84,808+37.7% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 25.30% | 25.00%+0.3pp | 24.27%+1.0pp | 40.90%-15.6pp |
| Employer contribution / active EE | $6,202 | $2,360+162.8% | $2,975+108.4% | $2,631+135.7% |
| Participant deferral / active EE | $10,593 | $4,242+149.7% | $5,107+107.4% | $4,212+151.5% |
| Admin fee / account holder | $8,564 | $8,989-4.7% | $12,068-29.0% | $7,344+16.6% |