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 | $108,724 | $73,787+47.3% | $98,716+10.1% | $82,448+31.9% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.3%+22.6pp | 68.1%+23.9pp |
| Annual return | 13.75% | 18.57%-4.8pp | 31.81%-18.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,377 | $1,511+57.3% | $2,279+4.3% | $2,551-6.8% |
| Participant deferral / active EE | $4,446 | $3,081+44.3% | $4,048+9.8% | $4,139+7.4% |
| Admin fee / account holder | $28,555 | $6,500+339.3% | $8,703+228.1% | $7,234+294.7% |