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 | $166,941 | $95,453+74.9% | $112,040+49.0% | $82,448+102.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 15.04% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,089 | $2,318+33.3% | $2,954+4.6% | $2,551+21.1% |
| Participant deferral / active EE | $5,603 | $4,224+32.6% | $5,098+9.9% | $4,139+35.4% |
| Admin fee / account holder | $400 | $9,013-95.6% | $12,098-96.7% | $7,234-94.5% |