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 | $192,489 | $95,803+100.9% | $113,168+70.1% | $84,808+127.0% |
| Participation rate | 88.7% | 72.9%+15.9pp | 76.6%+12.2pp | 68.3%+20.4pp |
| Annual return | 15.91% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,994 | $2,360+111.6% | $2,975+67.9% | $2,631+89.8% |
| Participant deferral / active EE | $7,098 | $4,242+67.3% | $5,107+39.0% | $4,212+68.5% |
| Admin fee / account holder | $13,779 | $8,989+53.3% | $12,068+14.2% | $7,344+87.6% |