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 | $169,527 | $95,803+77.0% | $113,168+49.8% | $84,808+99.9% |
| Participation rate | 91.2% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+22.9pp |
| Annual return | 15.30% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $15,432 | $2,360+553.9% | $2,975+418.7% | $2,631+486.5% |
| Participant deferral / active EE | $5,043 | $4,242+18.9% | $5,107-1.2% | $4,212+19.7% |
| Admin fee / account holder | $15,315 | $8,989+70.4% | $12,068+26.9% | $7,344+108.5% |