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 | $192,219 | $95,803+100.6% | $113,168+69.9% | $84,808+126.7% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 15.25% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,162 | $2,360+76.4% | $2,975+39.9% | $2,631+58.2% |
| Participant deferral / active EE | $10,914 | $4,242+157.3% | $5,107+113.7% | $4,212+159.1% |
| Admin fee / account holder | $1,879 | $8,989-79.1% | $12,068-84.4% | $7,344-74.4% |