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 | $104,364 | $109,881-5.0% | $150,045-30.4% | $84,808+23.1% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 22.18% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $6,331 | $3,561+77.8% | $4,693+34.9% | $2,631+140.6% |
| Participant deferral / active EE | $11,050 | $6,636+66.5% | $7,997+38.2% | $4,212+162.4% |
| Admin fee / account holder | $2,040 | $8,568-76.2% | $13,435-84.8% | $7,344-72.2% |