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 | $116,447 | $95,803+21.5% | $113,168+2.9% | $84,808+37.3% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.7pp |
| Annual return | 14.13% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,906 | $2,360-19.2% | $2,975-35.9% | $2,631-27.6% |
| Participant deferral / active EE | $7,323 | $4,242+72.6% | $5,107+43.4% | $4,212+73.9% |
| Admin fee / account holder | $2,278 | $8,989-74.7% | $12,068-81.1% | $7,344-69.0% |