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 | $116,347 | $109,881+5.9% | $150,045-22.5% | $84,808+37.2% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.7pp | 68.3%+23.8pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,252 | $3,561+47.5% | $4,693+11.9% | $2,631+99.6% |
| Participant deferral / active EE | $7,880 | $6,636+18.8% | $7,997-1.5% | $4,212+87.1% |
| Admin fee / account holder | $18,437 | $8,568+115.2% | $13,435+37.2% | $7,344+151.1% |