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 | $155,304 | $80,717+92.4% | $154,803+0.3% | $84,808+83.1% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.5pp | 68.3%+20.3pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,929 | $2,761+6.1% | $4,305-32.0% | $2,631+11.3% |
| Participant deferral / active EE | $8,013 | $3,303+142.6% | $5,540+44.6% | $4,212+90.3% |
| Admin fee / account holder | $3,844 | $6,746-43.0% | $14,329-73.2% | $7,344-47.7% |