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 | $192,492 | $95,803+100.9% | $113,168+70.1% | $84,808+127.0% |
| Participation rate | 77.0% | 72.9%+4.2pp | 76.6%+0.5pp | 68.3%+8.7pp |
| Annual return | 12.35% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,829 | $2,360+19.9% | $2,975-4.9% | $2,631+7.5% |
| Participant deferral / active EE | $5,884 | $4,242+38.7% | $5,107+15.2% | $4,212+39.7% |
| Admin fee / account holder | $23,485 | $8,989+161.3% | $12,068+94.6% | $7,344+219.8% |