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 | $154,592 | $101,724+52.0% | $164,813-6.2% | $80,856+91.2% |
| Participation rate | 97.9% | 71.8%+26.1pp | 78.6%+19.3pp | 67.6%+30.3pp |
| Annual return | 11.41% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $11,185 | $2,953+278.7% | $4,341+157.7% | $2,755+306.0% |
| Participant deferral / active EE | $5,680 | $4,477+26.9% | $6,031-5.8% | $4,296+32.2% |
| Admin fee / account holder | $2,753 | $8,227-66.5% | $12,690-78.3% | $6,918-60.2% |