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 | $196,193 | $95,803+104.8% | $113,168+73.4% | $84,808+131.3% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 14.34% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,432 | $2,360+3.1% | $2,975-18.2% | $2,631-7.5% |
| Participant deferral / active EE | $6,877 | $4,242+62.1% | $5,107+34.7% | $4,212+63.3% |
| Admin fee / account holder | $1,929 | $8,989-78.5% | $12,068-84.0% | $7,344-73.7% |