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 | $164,534 | $95,803+71.7% | $113,168+45.4% | $84,808+94.0% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 12.63% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,283 | $2,360+39.1% | $2,975+10.3% | $2,631+24.8% |
| Participant deferral / active EE | $7,160 | $4,242+68.8% | $5,107+40.2% | $4,212+70.0% |
| Admin fee / account holder | $4,138 | $8,989-54.0% | $12,068-65.7% | $7,344-43.7% |