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 | $179,880 | $109,881+63.7% | $150,045+19.9% | $84,808+112.1% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 17.24% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,425 | $3,561+80.4% | $4,693+36.9% | $2,631+144.2% |
| Participant deferral / active EE | $12,364 | $6,636+86.3% | $7,997+54.6% | $4,212+193.6% |
| Admin fee / account holder | $4,521 | $8,568-47.2% | $13,435-66.4% | $7,344-38.4% |