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 | $144,993 | $95,803+51.3% | $113,168+28.1% | $84,808+71.0% |
| Participation rate | 95.1% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.8pp |
| Annual return | 17.24% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,764 | $2,360+17.1% | $2,975-7.1% | $2,631+5.1% |
| Participant deferral / active EE | $5,038 | $4,242+18.8% | $5,107-1.3% | $4,212+19.6% |
| Admin fee / account holder | $4,709 | $8,989-47.6% | $12,068-61.0% | $7,344-35.9% |