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 | $187,437 | $95,803+95.6% | $113,168+65.6% | $84,808+121.0% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 15.32% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,873 | $2,360+21.7% | $2,975-3.4% | $2,631+9.2% |
| Participant deferral / active EE | $7,608 | $4,242+79.4% | $5,107+49.0% | $4,212+80.7% |
| Admin fee / account holder | $18,499 | $8,989+105.8% | $12,068+53.3% | $7,344+151.9% |