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 | $183,597 | $95,803+91.6% | $113,168+62.2% | $84,808+116.5% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 14.60% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,129 | $2,360+32.6% | $2,975+5.2% | $2,631+18.9% |
| Participant deferral / active EE | $8,389 | $4,242+97.8% | $5,107+64.3% | $4,212+99.2% |
| Admin fee / account holder | $15,166 | $8,989+68.7% | $12,068+25.7% | $7,344+106.5% |