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 | $116,270 | $95,803+21.4% | $113,168+2.7% | $84,808+37.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,296 | $2,360+82.0% | $2,975+44.4% | $2,631+63.3% |
| Participant deferral / active EE | $5,147 | $4,242+21.3% | $5,107+0.8% | $4,212+22.2% |
| Admin fee / account holder | $14,017 | $8,989+55.9% | $12,068+16.2% | $7,344+90.9% |