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 | $183,263 | $95,803+91.3% | $113,168+61.9% | $84,808+116.1% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 14.30% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,666 | $2,360+55.3% | $2,975+23.2% | $2,631+39.3% |
| Participant deferral / active EE | $8,541 | $4,242+101.3% | $5,107+67.2% | $4,212+102.8% |
| Admin fee / account holder | $8,035 | $8,989-10.6% | $12,068-33.4% | $7,344+9.4% |