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 | $124,463 | $109,413+13.8% | $156,263-20.4% | $84,808+46.8% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 14.13% | 20.18%-6.1pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,109 | $2,907-27.4% | $4,333-51.3% | $2,631-19.8% |
| Participant deferral / active EE | $6,690 | $4,590+45.8% | $6,158+8.6% | $4,212+58.8% |
| Admin fee / account holder | $8,356 | $9,357-10.7% | $14,255-41.4% | $7,344+13.8% |