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 | $170,830 | $95,803+78.3% | $113,168+51.0% | $84,808+101.4% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $8,039 | $2,360+240.6% | $2,975+170.2% | $2,631+205.6% |
| Participant deferral / active EE | $10,466 | $4,242+146.7% | $5,107+104.9% | $4,212+148.5% |
| Admin fee / account holder | $5,490 | $8,989-38.9% | $12,068-54.5% | $7,344-25.2% |