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 | $160,942 | $95,803+68.0% | $113,168+42.2% | $84,808+89.8% |
| Participation rate | 82.5% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.2pp |
| Annual return | 12.38% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,632 | $2,360-30.9% | $2,975-45.2% | $2,631-38.0% |
| Participant deferral / active EE | $7,162 | $4,242+68.8% | $5,107+40.2% | $4,212+70.0% |
| Admin fee / account holder | $16,647 | $8,989+85.2% | $12,068+37.9% | $7,344+126.7% |