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 | $180,110 | $94,625+90.3% | $116,228+55.0% | $84,808+112.4% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 13.14% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,771 | $2,347-24.5% | $2,994-40.9% | $2,631-32.7% |
| Participant deferral / active EE | $5,088 | $3,972+28.1% | $4,953+2.7% | $4,212+20.8% |
| Admin fee / account holder | $10,516 | $10,091+4.2% | $11,989-12.3% | $7,344+43.2% |