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 | $190,575 | $95,803+98.9% | $113,168+68.4% | $84,808+124.7% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 23.53% | 25.00%-1.5pp | 24.27%-0.7pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,795 | $2,360+18.4% | $2,975-6.1% | $2,631+6.2% |
| Participant deferral / active EE | $7,710 | $4,242+81.7% | $5,107+51.0% | $4,212+83.1% |
| Admin fee / account holder | $4,561 | $8,989-49.3% | $12,068-62.2% | $7,344-37.9% |