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 | $128,846 | $95,803+34.5% | $113,168+13.9% | $84,808+51.9% |
| Participation rate | 81.0% | 72.9%+8.1pp | 76.6%+4.4pp | 68.3%+12.6pp |
| Annual return | 15.55% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,153 | $2,360+33.6% | $2,975+6.0% | $2,631+19.8% |
| Participant deferral / active EE | $7,632 | $4,242+79.9% | $5,107+49.4% | $4,212+81.2% |
| Admin fee / account holder | $1,892 | $8,989-79.0% | $12,068-84.3% | $7,344-74.2% |