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 | $158,882 | $94,625+67.9% | $116,228+36.7% | $84,808+87.3% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.6%+15.4pp | 68.3%+21.7pp |
| Annual return | 15.66% | 20.40%-4.7pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,652 | $2,347+55.6% | $2,994+22.0% | $2,631+38.8% |
| Participant deferral / active EE | $10,462 | $3,972+163.4% | $4,953+111.2% | $4,212+148.4% |
| Admin fee / account holder | $9,733 | $10,091-3.5% | $11,989-18.8% | $7,344+32.5% |