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 | $102,713 | $95,803+7.2% | $113,168-9.2% | $84,808+21.1% |
| Participation rate | 91.0% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.7pp |
| Annual return | 18.76% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $4,871 | $2,360+106.4% | $2,975+63.7% | $2,631+85.1% |
| Participant deferral / active EE | $10,391 | $4,242+145.0% | $5,107+103.5% | $4,212+146.7% |
| Admin fee / account holder | $10,596 | $8,989+17.9% | $12,068-12.2% | $7,344+44.3% |