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 | $178,055 | $109,881+62.0% | $150,045+18.7% | $84,808+110.0% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 17.53% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,712 | $3,561+4.2% | $4,693-20.9% | $2,631+41.1% |
| Participant deferral / active EE | $8,818 | $6,636+32.9% | $7,997+10.3% | $4,212+109.4% |
| Admin fee / account holder | $9,917 | $8,568+15.7% | $13,435-26.2% | $7,344+35.0% |