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 | $163,309 | $96,484+69.3% | $75,886+115.2% | $152,861+6.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 20.63% | 33.98%-13.4pp | 30.76%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,799 | $3,309-15.4% | $2,500+11.9% | $4,762-41.2% |
| Participant deferral / active EE | $8,845 | $4,553+94.3% | $3,603+145.5% | $5,850+51.2% |
| Admin fee / account holder | $2,885 | $8,078-64.3% | $5,418-46.8% | $11,596-75.1% |