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 | $172,460 | $95,803+80.0% | $113,168+52.4% | $84,808+103.4% |
| Participation rate | 96.4% | 72.9%+23.5pp | 76.6%+19.8pp | 68.3%+28.1pp |
| Annual return | 13.10% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,961 | $2,360-16.9% | $2,975-34.1% | $2,631-25.5% |
| Participant deferral / active EE | $7,881 | $4,242+85.8% | $5,107+54.3% | $4,212+87.1% |
| Admin fee / account holder | $2,863 | $8,989-68.1% | $12,068-76.3% | $7,344-61.0% |