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 | $112,231 | $95,803+17.1% | $113,168-0.8% | $84,808+32.3% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 16.52% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,729 | $2,360+100.4% | $2,975+58.9% | $2,631+79.7% |
| Participant deferral / active EE | $9,207 | $4,242+117.0% | $5,107+80.3% | $4,212+118.6% |
| Admin fee / account holder | $5,729 | $8,989-36.3% | $12,068-52.5% | $7,344-22.0% |