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 | $183,912 | $95,803+92.0% | $113,168+62.5% | $84,808+116.9% |
| Participation rate | 86.8% | 72.9%+14.0pp | 76.6%+10.3pp | 68.3%+18.5pp |
| Annual return | 14.30% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,584 | $2,360-32.9% | $2,975-46.8% | $2,631-39.8% |
| Participant deferral / active EE | $5,397 | $4,242+27.2% | $5,107+5.7% | $4,212+28.2% |
| Admin fee / account holder | $11,822 | $8,989+31.5% | $12,068-2.0% | $7,344+61.0% |