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 | $182,285 | $95,803+90.3% | $113,168+61.1% | $84,808+114.9% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 17.09% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,013 | $2,360-57.1% | $2,975-65.9% | $2,631-61.5% |
| Participant deferral / active EE | $9,852 | $4,242+132.2% | $5,107+92.9% | $4,212+133.9% |
| Admin fee / account holder | $7,757 | $8,989-13.7% | $12,068-35.7% | $7,344+5.6% |