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 | $176,857 | $95,803+84.6% | $113,168+56.3% | $84,808+108.5% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 13.09% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,993 | $2,360+26.8% | $2,975+0.6% | $2,631+13.7% |
| Participant deferral / active EE | $4,754 | $4,242+12.1% | $5,107-6.9% | $4,212+12.9% |
| Admin fee / account holder | $14,510 | $8,989+61.4% | $12,068+20.2% | $7,344+97.6% |