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 9-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 | $108,163 | $86,929+24.4% | $102,423+5.6% | $80,856+33.8% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 11.27% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,665 | $2,369+12.5% | $3,023-11.9% | $2,755-3.3% |
| Participant deferral / active EE | $5,066 | $4,118+23.0% | $5,053+0.3% | $4,296+17.9% |
| Admin fee / account holder | $9,689 | $8,049+20.4% | $9,451+2.5% | $6,918+40.1% |