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 | $174,465 | $95,803+82.1% | $113,168+54.2% | $84,808+105.7% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 19.13% | 25.00%-5.9pp | 24.27%-5.1pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,455 | $2,360+88.8% | $2,975+49.7% | $2,631+69.3% |
| Participant deferral / active EE | $8,358 | $4,242+97.0% | $5,107+63.7% | $4,212+98.5% |
| Admin fee / account holder | $14,457 | $8,989+60.8% | $12,068+19.8% | $7,344+96.9% |