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 | $144,527 | $78,422+84.3% | $95,952+50.6% | $79,858+81.0% |
| Participation rate | 73.2% | 73.5%-0.3pp | 77.1%-3.9pp | 69.6%+3.5pp |
| Annual return | 19.13% | 19.37%-0.2pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,845 | $1,945-5.2% | $2,541-27.4% | $2,471-25.3% |
| Participant deferral / active EE | $3,805 | $3,440+10.6% | $4,167-8.7% | $3,740+1.7% |
| Admin fee / account holder | $7,195 | $5,622+28.0% | $6,795+5.9% | $5,306+35.6% |