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 | $154,006 | $109,413+40.8% | $156,263-1.4% | $84,808+81.6% |
| Participation rate | 83.1% | 72.7%+10.4pp | 78.9%+4.2pp | 68.3%+14.8pp |
| Annual return | 16.29% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,304 | $2,907+13.7% | $4,333-23.8% | $2,631+25.6% |
| Participant deferral / active EE | $6,839 | $4,590+49.0% | $6,158+11.1% | $4,212+62.4% |
| Admin fee / account holder | $1,953 | $9,357-79.1% | $14,255-86.3% | $7,344-73.4% |