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 | $192,013 | $95,803+100.4% | $113,168+69.7% | $84,808+126.4% |
| Participation rate | 86.4% | 72.9%+13.5pp | 76.6%+9.8pp | 68.3%+18.1pp |
| Annual return | 16.91% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,489 | $2,360+47.8% | $2,975+17.3% | $2,631+32.6% |
| Participant deferral / active EE | $7,608 | $4,242+79.3% | $5,107+49.0% | $4,212+80.6% |
| Admin fee / account holder | $19,336 | $8,989+115.1% | $12,068+60.2% | $7,344+163.3% |