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 | $141,146 | $95,803+47.3% | $113,168+24.7% | $84,808+66.4% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | 13.27% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,672 | $2,360+13.2% | $2,975-10.2% | $2,631+1.6% |
| Participant deferral / active EE | $3,506 | $4,242-17.3% | $5,107-31.3% | $4,212-16.7% |
| Admin fee / account holder | $2,737 | $8,989-69.6% | $12,068-77.3% | $7,344-62.7% |