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 | $182,367 | $95,803+90.4% | $113,168+61.1% | $84,808+115.0% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 15.69% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,135 | $2,360+75.2% | $2,975+39.0% | $2,631+57.2% |
| Participant deferral / active EE | $5,298 | $4,242+24.9% | $5,107+3.8% | $4,212+25.8% |
| Admin fee / account holder | $2,881 | $8,989-68.0% | $12,068-76.1% | $7,344-60.8% |