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 | $170,820 | $109,881+55.5% | $150,045+13.8% | $84,808+101.4% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,299 | $3,561-7.4% | $4,693-29.7% | $2,631+25.4% |
| Participant deferral / active EE | $4,584 | $6,636-30.9% | $7,997-42.7% | $4,212+8.8% |
| Admin fee / account holder | $21,321 | $8,568+148.8% | $13,435+58.7% | $7,344+190.3% |