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 | $184,501 | $94,625+95.0% | $116,228+58.7% | $84,808+117.6% |
| Participation rate | 79.2% | 70.4%+8.7pp | 74.6%+4.6pp | 68.3%+10.9pp |
| Annual return | 13.69% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,879 | $2,347+22.7% | $2,994-3.8% | $2,631+9.4% |
| Participant deferral / active EE | $4,621 | $3,972+16.4% | $4,953-6.7% | $4,212+9.7% |
| Admin fee / account holder | $32,735 | $10,091+224.4% | $11,989+173.0% | $7,344+345.8% |