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 | $176,885 | $95,803+84.6% | $113,168+56.3% | $84,808+108.6% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 19.11% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,053 | $2,360+29.4% | $2,975+2.6% | $2,631+16.1% |
| Participant deferral / active EE | $6,065 | $4,242+43.0% | $5,107+18.8% | $4,212+44.0% |
| Admin fee / account holder | $5,955 | $8,989-33.7% | $12,068-50.6% | $7,344-18.9% |