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 | $162,119 | $78,422+106.7% | $95,952+69.0% | $79,858+103.0% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 13.28% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,950 | $1,945+51.7% | $2,541+16.1% | $2,471+19.4% |
| Participant deferral / active EE | $4,750 | $3,440+38.1% | $4,167+14.0% | $3,740+27.0% |
| Admin fee / account holder | $2,236 | $5,622-60.2% | $6,795-67.1% | $5,306-57.9% |