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 | $138,147 | $95,803+44.2% | $113,168+22.1% | $84,808+62.9% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 14.56% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,302 | $2,360-2.5% | $2,975-22.6% | $2,631-12.5% |
| Participant deferral / active EE | $4,975 | $4,242+17.3% | $5,107-2.6% | $4,212+18.1% |
| Admin fee / account holder | $20,840 | $8,989+131.8% | $12,068+72.7% | $7,344+183.8% |