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 | $177,257 | $77,314+129.3% | $177,989-0.4% | $80,856+119.2% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.6%+16.1pp |
| Annual return | 11.41% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,478 | $2,292+8.1% | $3,949-37.2% | $2,755-10.0% |
| Participant deferral / active EE | $4,784 | $4,411+8.5% | $6,276-23.8% | $4,296+11.4% |
| Admin fee / account holder | $4,040 | $7,191-43.8% | $10,363-61.0% | $6,918-41.6% |