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 | $192,831 | $95,803+101.3% | $113,168+70.4% | $84,808+127.4% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.1pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,475 | $2,360+4.9% | $2,975-16.8% | $2,631-5.9% |
| Participant deferral / active EE | $8,980 | $4,242+111.7% | $5,107+75.9% | $4,212+113.2% |
| Admin fee / account holder | $23,135 | $8,989+157.4% | $12,068+91.7% | $7,344+215.0% |