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 | $147,407 | $95,803+53.9% | $113,168+30.3% | $84,808+73.8% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 12.78% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,176 | $2,360-50.2% | $2,975-60.5% | $2,631-55.3% |
| Participant deferral / active EE | $4,439 | $4,242+4.6% | $5,107-13.1% | $4,212+5.4% |
| Admin fee / account holder | $19,653 | $8,989+118.6% | $12,068+62.9% | $7,344+167.6% |