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 | $159,587 | $95,803+66.6% | $113,168+41.0% | $84,808+88.2% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 17.27% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,956 | $2,360+194.7% | $2,975+133.8% | $2,631+164.4% |
| Participant deferral / active EE | $7,782 | $4,242+83.4% | $5,107+52.4% | $4,212+84.8% |
| Admin fee / account holder | $8,499 | $8,989-5.4% | $12,068-29.6% | $7,344+15.7% |