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 | $175,245 | $95,803+82.9% | $113,168+54.9% | $84,808+106.6% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 20.63% | 25.00%-4.4pp | 24.27%-3.6pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,769 | $2,360+59.7% | $2,975+26.7% | $2,631+43.3% |
| Participant deferral / active EE | $8,568 | $4,242+102.0% | $5,107+67.8% | $4,212+103.4% |
| Admin fee / account holder | $8,279 | $8,989-7.9% | $12,068-31.4% | $7,344+12.7% |