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 | $107,566 | $80,673+33.3% | $101,326+6.2% | $84,808+26.8% |
| Participation rate | 96.4% | 77.8%+18.6pp | 81.5%+14.9pp | 68.3%+28.1pp |
| Annual return | 17.41% | 38.95%-21.5pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,640 | $2,698-39.2% | $3,665-55.3% | $2,631-37.7% |
| Participant deferral / active EE | $7,399 | $6,840+8.2% | $7,994-7.4% | $4,212+75.7% |
| Admin fee / account holder | $1,718 | $12,784-86.6% | $11,185-84.6% | $7,344-76.6% |