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 | $162,471 | $109,881+47.9% | $150,045+8.3% | $84,808+91.6% |
| Participation rate | 86.1% | 76.1%+10.0pp | 82.3%+3.8pp | 68.3%+17.8pp |
| Annual return | 20.40% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,234 | $3,561-9.2% | $4,693-31.1% | $2,631+22.9% |
| Participant deferral / active EE | $8,102 | $6,636+22.1% | $7,997+1.3% | $4,212+92.4% |
| Admin fee / account holder | $648 | $8,568-92.4% | $13,435-95.2% | $7,344-91.2% |