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 | $174,389 | $95,803+82.0% | $113,168+54.1% | $84,808+105.6% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 13.38% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,884 | $2,360+22.2% | $2,975-3.1% | $2,631+9.6% |
| Participant deferral / active EE | $12,522 | $4,242+195.2% | $5,107+145.2% | $4,212+197.3% |
| Admin fee / account holder | $16,765 | $8,989+86.5% | $12,068+38.9% | $7,344+128.3% |