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 | $175,966 | $87,841+100.3% | $133,980+31.3% | $62,891+179.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 87.1%-5.2pp | 69.3%+12.5pp |
| Annual return | 7.08% | 12.05%-5.0pp | 29.30%-22.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $9,030 | $3,483+159.3% | $5,211+73.3% | $2,281+295.9% |
| Participant deferral / active EE | $4,683 | $4,812-2.7% | $6,282-25.4% | $3,203+46.2% |
| Admin fee / account holder | $22,739 | $5,371+323.3% | $9,324+143.9% | $4,296+429.4% |