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 | $115,405 | $87,841+31.4% | $133,980-13.9% | $62,891+83.5% |
| Participation rate | 98.5% | 83.4%+15.1pp | 87.1%+11.5pp | 69.3%+29.2pp |
| Annual return | 10.40% | 12.05%-1.6pp | 29.30%-18.9pp | 20.14%-9.7pp |
| Employer contribution / active EE | $5,490 | $3,483+57.6% | $5,211+5.3% | $2,281+140.7% |
| Participant deferral / active EE | $3,603 | $4,812-25.1% | $6,282-42.6% | $3,203+12.5% |
| Admin fee / account holder | $12,517 | $5,371+133.0% | $9,324+34.2% | $4,296+191.4% |