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 | $165,605 | $109,881+50.7% | $150,045+10.4% | $84,808+95.3% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.0pp | 68.3%+2.0pp |
| Annual return | 18.13% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,452 | $3,561-3.1% | $4,693-26.5% | $2,631+31.2% |
| Participant deferral / active EE | $9,992 | $6,636+50.6% | $7,997+24.9% | $4,212+137.3% |
| Admin fee / account holder | $2,011 | $8,568-76.5% | $13,435-85.0% | $7,344-72.6% |