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 5-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 | $114,966 | $95,803+20.0% | $113,168+1.6% | $84,808+35.6% |
| Participation rate | 91.0% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.7pp |
| Annual return | 24.89% | 25.00%-0.1pp | 24.27%+0.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $8,676 | $2,360+267.7% | $2,975+191.6% | $2,631+229.8% |
| Participant deferral / active EE | $19,206 | $4,242+352.7% | $5,107+276.1% | $4,212+356.0% |
| Admin fee / account holder | $3,707 | $8,989-58.8% | $12,068-69.3% | $7,344-49.5% |