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 | $141,950 | $95,803+48.2% | $113,168+25.4% | $84,808+67.4% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 15.00% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,271 | $2,360+81.0% | $2,975+43.6% | $2,631+62.3% |
| Participant deferral / active EE | $11,225 | $4,242+164.6% | $5,107+119.8% | $4,212+166.5% |
| Admin fee / account holder | $6,958 | $8,989-22.6% | $12,068-42.3% | $7,344-5.2% |