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 | $141,661 | $95,803+47.9% | $113,168+25.2% | $84,808+67.0% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.6pp |
| Annual return | 16.89% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,407 | $2,360-40.4% | $2,975-52.7% | $2,631-46.5% |
| Participant deferral / active EE | $5,028 | $4,242+18.5% | $5,107-1.5% | $4,212+19.4% |
| Admin fee / account holder | $16,954 | $8,989+88.6% | $12,068+40.5% | $7,344+130.9% |