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 | $182,597 | $96,484+89.3% | $75,886+140.6% | $152,861+19.5% |
| Participation rate | 78.3% | 76.2%+2.1pp | 69.3%+9.0pp | 82.4%-4.2pp |
| Annual return | 25.13% | 33.98%-8.8pp | 30.76%-5.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,184 | $3,309-3.8% | $2,500+27.4% | $4,762-33.1% |
| Participant deferral / active EE | $6,658 | $4,553+46.2% | $3,603+84.8% | $5,850+13.8% |
| Admin fee / account holder | $2,605 | $8,078-67.8% | $5,418-51.9% | $11,596-77.5% |