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 | $178,231 | $185,822-4.1% | $169,993+4.8% | $139,434+27.8% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 13.56% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,593 | $7,590-79.0% | $6,785-76.5% | $4,751-66.5% |
| Participant deferral / active EE | $6,352 | $11,622-45.3% | $10,408-39.0% | $6,710-5.3% |
| Admin fee / account holder | $23,700 | $15,381+54.1% | $12,815+84.9% | $11,403+107.9% |