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 | $178,795 | $91,552+95.3% | $133,956+33.5% | $79,858+123.9% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.6%+7.7pp |
| Annual return | 15.05% | 61.85%-46.8pp | 45.09%-30.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,110 | $2,384-11.5% | $3,919-46.1% | $2,471-14.6% |
| Participant deferral / active EE | $4,179 | $3,733+11.9% | $5,048-17.2% | $3,740+11.7% |
| Admin fee / account holder | $6,581 | $6,321+4.1% | $8,927-26.3% | $5,306+24.0% |