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 | $151,179 | $80,717+87.3% | $154,803-2.3% | $84,808+78.3% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 17.22% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,916 | $2,761+114.3% | $4,305+37.4% | $2,631+124.9% |
| Participant deferral / active EE | $6,743 | $3,303+104.1% | $5,540+21.7% | $4,212+60.1% |
| Admin fee / account holder | $1,553 | $6,746-77.0% | $14,329-89.2% | $7,344-78.9% |