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 | $74,927+45.1% | $101,794+6.8% | $84,808+28.2% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.8pp | 68.3%+23.6pp |
| Annual return | 13.75% | 18.70%-4.9pp | 30.53%-16.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,377 | $1,522+56.2% | $2,289+3.8% | $2,631-9.7% |
| Participant deferral / active EE | $4,446 | $3,099+43.5% | $4,084+8.9% | $4,212+5.6% |
| Admin fee / account holder | $28,555 | $6,514+338.4% | $8,777+225.3% | $7,344+288.8% |