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 | $174,856 | $109,881+59.1% | $150,045+16.5% | $84,808+106.2% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 18.78% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,837 | $3,561-20.3% | $4,693-39.6% | $2,631+7.8% |
| Participant deferral / active EE | $8,247 | $6,636+24.3% | $7,997+3.1% | $4,212+95.8% |
| Admin fee / account holder | $31,183 | $8,568+263.9% | $13,435+132.1% | $7,344+324.6% |