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 | $170,249 | $95,803+77.7% | $113,168+50.4% | $84,808+100.7% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 13.95% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,520 | $2,360+6.8% | $2,975-15.3% | $2,631-4.2% |
| Participant deferral / active EE | $5,072 | $4,242+19.6% | $5,107-0.7% | $4,212+20.4% |
| Admin fee / account holder | $5,144 | $8,989-42.8% | $12,068-57.4% | $7,344-30.0% |