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 | $89,113 | $81,460+9.4% | $103,333-13.8% | $80,856+10.2% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 23.54% | 25.55%-2.0pp | 24.88%-1.3pp | 35.59%-12.1pp |
| Employer contribution / active EE | $5,248 | $3,105+69.0% | $3,868+35.7% | $2,755+90.5% |
| Participant deferral / active EE | $4,410 | $3,869+14.0% | $5,057-12.8% | $4,296+2.7% |
| Admin fee / account holder | $11,628 | $6,566+77.1% | $8,355+39.2% | $6,918+68.1% |