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 | $106,474 | $86,944+22.5% | $107,525-1.0% | $74,304+43.3% |
| Participation rate | 71.3% | 59.6%+11.7pp | 75.1%-3.8pp | 60.3%+10.9pp |
| Annual return | 18.59% | 23.52%-4.9pp | 181.32%-162.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $3,765 | $2,757+36.6% | $3,754+0.3% | $2,241+68.0% |
| Participant deferral / active EE | $7,611 | $3,554+114.1% | $5,116+48.8% | $3,767+102.0% |
| Admin fee / account holder | $2,252 | $3,727-39.6% | $8,919-74.7% | $2,969-24.1% |