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 | $173,928 | $95,803+81.5% | $113,168+53.7% | $84,808+105.1% |
| Participation rate | 98.6% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.3pp |
| Annual return | 17.74% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,220 | $2,360+36.4% | $2,975+8.2% | $2,631+22.4% |
| Participant deferral / active EE | $8,709 | $4,242+105.3% | $5,107+70.5% | $4,212+106.8% |
| Admin fee / account holder | $8,851 | $8,989-1.5% | $12,068-26.7% | $7,344+20.5% |