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 | $183,957 | $109,413+68.1% | $156,263+17.7% | $84,808+116.9% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 15.45% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,391 | $2,907-17.8% | $4,333-44.8% | $2,631-9.1% |
| Participant deferral / active EE | $9,696 | $4,590+111.3% | $6,158+57.4% | $4,212+130.2% |
| Admin fee / account holder | $1,945 | $9,357-79.2% | $14,255-86.4% | $7,344-73.5% |