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 | $113,879 | $81,460+39.8% | $103,333+10.2% | $80,856+40.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 13.97% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,003 | $3,105-3.3% | $3,868-22.3% | $2,755+9.0% |
| Participant deferral / active EE | $5,814 | $3,869+50.3% | $5,057+15.0% | $4,296+35.3% |
| Admin fee / account holder | $4,994 | $6,566-23.9% | $8,355-40.2% | $6,918-27.8% |