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 | $164,185 | $95,803+71.4% | $113,168+45.1% | $84,808+93.6% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 13.91% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,056 | $2,360-12.9% | $2,975-30.9% | $2,631-21.9% |
| Participant deferral / active EE | $7,958 | $4,242+87.6% | $5,107+55.8% | $4,212+89.0% |
| Admin fee / account holder | $11,444 | $8,989+27.3% | $12,068-5.2% | $7,344+55.8% |