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 | $158,703 | $95,803+65.7% | $113,168+40.2% | $84,808+87.1% |
| Participation rate | 80.4% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.1pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,587 | $2,360+94.4% | $2,975+54.2% | $2,631+74.3% |
| Participant deferral / active EE | $9,546 | $4,242+125.0% | $5,107+86.9% | $4,212+126.7% |
| Admin fee / account holder | $11,191 | $8,989+24.5% | $12,068-7.3% | $7,344+52.4% |