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 | $159,447 | $95,803+66.4% | $113,168+40.9% | $84,808+88.0% |
| Participation rate | 92.5% | 72.9%+19.6pp | 76.6%+15.9pp | 68.3%+24.1pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,778 | $2,360+229.6% | $2,975+161.4% | $2,631+195.6% |
| Participant deferral / active EE | $6,484 | $4,242+52.8% | $5,107+27.0% | $4,212+54.0% |
| Admin fee / account holder | $9,929 | $8,989+10.5% | $12,068-17.7% | $7,344+35.2% |