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 | $110,953 | $80,717+37.5% | $154,803-28.3% | $84,808+30.8% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,913 | $2,761+222.8% | $4,305+107.0% | $2,631+238.8% |
| Participant deferral / active EE | $7,014 | $3,303+112.3% | $5,540+26.6% | $4,212+66.5% |
| Admin fee / account holder | $3,304 | $6,746-51.0% | $14,329-76.9% | $7,344-55.0% |