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 | $148,954 | $95,803+55.5% | $113,168+31.6% | $84,808+75.6% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,912 | $2,360+108.1% | $2,975+65.1% | $2,631+86.7% |
| Participant deferral / active EE | $7,053 | $4,242+66.3% | $5,107+38.1% | $4,212+67.5% |
| Admin fee / account holder | $14,641 | $8,989+62.9% | $12,068+21.3% | $7,344+99.4% |