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 | $187,569 | $95,803+95.8% | $113,168+65.7% | $84,808+121.2% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 16.33% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,398 | $2,360+1.6% | $2,975-19.4% | $2,631-8.9% |
| Participant deferral / active EE | $7,085 | $4,242+67.0% | $5,107+38.7% | $4,212+68.2% |
| Admin fee / account holder | $1,946 | $8,989-78.3% | $12,068-83.9% | $7,344-73.5% |