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 | $95,453+82.2% | $112,040+55.2% | $82,448+111.0% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.5%+22.1pp | 68.1%+30.5pp |
| Annual return | 17.74% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,220 | $2,318+38.9% | $2,954+9.0% | $2,551+26.2% |
| Participant deferral / active EE | $8,709 | $4,224+106.2% | $5,098+70.9% | $4,139+110.4% |
| Admin fee / account holder | $8,851 | $9,013-1.8% | $12,098-26.8% | $7,234+22.3% |