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 | $173,675 | $95,803+81.3% | $113,168+53.5% | $84,808+104.8% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 14.94% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,493 | $2,360+5.6% | $2,975-16.2% | $2,631-5.2% |
| Participant deferral / active EE | $7,029 | $4,242+65.7% | $5,107+37.6% | $4,212+66.9% |
| Admin fee / account holder | $6,751 | $8,989-24.9% | $12,068-44.1% | $7,344-8.1% |