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 | $151,703 | $95,803+58.3% | $113,168+34.1% | $84,808+78.9% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 13.85% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,050 | $2,360+71.6% | $2,975+36.1% | $2,631+53.9% |
| Participant deferral / active EE | $9,995 | $4,242+135.6% | $5,107+95.7% | $4,212+137.3% |
| Admin fee / account holder | $8,399 | $8,989-6.6% | $12,068-30.4% | $7,344+14.4% |