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 | $146,707 | $95,803+53.1% | $113,168+29.6% | $84,808+73.0% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 20.76% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,933 | $2,360+24.3% | $2,975-1.4% | $2,631+11.5% |
| Participant deferral / active EE | $8,484 | $4,242+100.0% | $5,107+66.1% | $4,212+101.4% |
| Admin fee / account holder | $6,644 | $8,989-26.1% | $12,068-44.9% | $7,344-9.5% |