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 | $166,136 | $95,803+73.4% | $113,168+46.8% | $84,808+95.9% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 17.70% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,356 | $2,360+84.6% | $2,975+46.4% | $2,631+65.5% |
| Participant deferral / active EE | $3,569 | $4,242-15.9% | $5,107-30.1% | $4,212-15.2% |
| Admin fee / account holder | $3,241 | $8,989-63.9% | $12,068-73.1% | $7,344-55.9% |