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 | $180,422 | $95,803+88.3% | $113,168+59.4% | $84,808+112.7% |
| Participation rate | 83.0% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.7pp |
| Annual return | 15.06% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,899 | $2,360+22.8% | $2,975-2.6% | $2,631+10.2% |
| Participant deferral / active EE | $7,862 | $4,242+85.3% | $5,107+54.0% | $4,212+86.7% |
| Admin fee / account holder | $2,344 | $8,989-73.9% | $12,068-80.6% | $7,344-68.1% |