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 | $100,667 | $72,277+39.3% | $101,248-0.6% | $79,858+26.1% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.3pp |
| Annual return | 10.76% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $876 | $2,692-67.5% | $3,660-76.1% | $2,471-64.5% |
| Participant deferral / active EE | $6,849 | $3,282+108.7% | $4,370+56.7% | $3,740+83.1% |
| Admin fee / account holder | $2,845 | $4,400-35.3% | $5,945-52.1% | $5,306-46.4% |