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 | $111,904 | $78,520+42.5% | $96,576+15.9% | $82,448+35.7% |
| Participation rate | 85.5% | 77.7%+7.7pp | 81.4%+4.0pp | 68.1%+17.4pp |
| Annual return | 14.95% | 41.30%-26.4pp | 38.47%-23.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,181 | $2,630+21.0% | $3,553-10.5% | $2,551+24.7% |
| Participant deferral / active EE | $7,609 | $6,754+12.7% | $7,956-4.4% | $4,139+83.8% |
| Admin fee / account holder | $9,002 | $13,455-33.1% | $11,381-20.9% | $7,234+24.4% |