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 | $112,384 | $109,881+2.3% | $150,045-25.1% | $84,808+32.5% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,719 | $3,561+32.5% | $4,693+0.6% | $2,631+79.4% |
| Participant deferral / active EE | $8,132 | $6,636+22.6% | $7,997+1.7% | $4,212+93.1% |
| Admin fee / account holder | $5,289 | $8,568-38.3% | $13,435-60.6% | $7,344-28.0% |