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 | $119,424 | $95,803+24.7% | $113,168+5.5% | $84,808+40.8% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 16.11% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,335 | $2,360-1.1% | $2,975-21.5% | $2,631-11.2% |
| Participant deferral / active EE | $5,415 | $4,242+27.6% | $5,107+6.0% | $4,212+28.6% |
| Admin fee / account holder | $5,049 | $8,989-43.8% | $12,068-58.2% | $7,344-31.3% |