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 | $114,724 | $76,552+49.9% | $123,892-7.4% | $62,891+82.4% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.0pp | 69.3%+19.2pp |
| Annual return | 9.85% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $5,259 | $2,883+82.5% | $4,617+13.9% | $2,281+130.6% |
| Participant deferral / active EE | $9,894 | $4,840+104.4% | $5,984+65.3% | $3,203+208.9% |
| Admin fee / account holder | $2,698 | $4,826-44.1% | $8,357-67.7% | $4,296-37.2% |