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 | $171,367 | $109,881+56.0% | $150,045+14.2% | $84,808+102.1% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 16.22% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,815 | $3,561+119.5% | $4,693+66.5% | $2,631+197.0% |
| Participant deferral / active EE | $16,565 | $6,636+149.6% | $7,997+107.1% | $4,212+293.3% |
| Admin fee / account holder | $6,835 | $8,568-20.2% | $13,435-49.1% | $7,344-6.9% |