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 | $115,008 | $94,625+21.5% | $116,228-1.0% | $84,808+35.6% |
| Participation rate | 91.1% | 70.4%+20.7pp | 74.6%+16.6pp | 68.3%+22.8pp |
| Annual return | 22.40% | 20.40%+2.0pp | 90.06%-67.7pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,433 | $2,347+88.9% | $2,994+48.0% | $2,631+68.5% |
| Participant deferral / active EE | $2,892 | $3,972-27.2% | $4,953-41.6% | $4,212-31.3% |
| Admin fee / account holder | $2,564 | $10,091-74.6% | $11,989-78.6% | $7,344-65.1% |