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 | $153,227 | $95,803+59.9% | $113,168+35.4% | $84,808+80.7% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 16.63% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,169 | $2,360+161.4% | $2,975+107.3% | $2,631+134.5% |
| Participant deferral / active EE | $11,963 | $4,242+182.0% | $5,107+134.2% | $4,212+184.0% |
| Admin fee / account holder | $8,417 | $8,989-6.4% | $12,068-30.3% | $7,344+14.6% |