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 | $105,660 | $81,460+29.7% | $103,333+2.3% | $80,856+30.7% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 17.29% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,692 | $3,105+18.9% | $3,868-4.5% | $2,755+34.0% |
| Participant deferral / active EE | $3,463 | $3,869-10.5% | $5,057-31.5% | $4,296-19.4% |
| Admin fee / account holder | $13,353 | $6,566+103.4% | $8,355+59.8% | $6,918+93.0% |