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 | $176,266 | $95,803+84.0% | $113,168+55.8% | $84,808+107.8% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 16.76% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,448 | $2,360+3.7% | $2,975-17.7% | $2,631-7.0% |
| Participant deferral / active EE | $6,870 | $4,242+61.9% | $5,107+34.5% | $4,212+63.1% |
| Admin fee / account holder | $1,048 | $8,989-88.3% | $12,068-91.3% | $7,344-85.7% |