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 | $105,738 | $109,413-3.4% | $156,263-32.3% | $84,808+24.7% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 16.19% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $8,873 | $2,907+205.2% | $4,333+104.8% | $2,631+237.3% |
| Participant deferral / active EE | $5,026 | $4,590+9.5% | $6,158-18.4% | $4,212+19.3% |
| Admin fee / account holder | $13,865 | $9,357+48.2% | $14,255-2.7% | $7,344+88.8% |