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 | $146,238 | $80,673+81.3% | $101,326+44.3% | $84,808+72.4% |
| Participation rate | 81.1% | 77.8%+3.3pp | 81.5%-0.4pp | 68.3%+12.8pp |
| Annual return | 17.30% | 38.95%-21.7pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,972 | $2,698+158.4% | $3,665+90.2% | $2,631+165.0% |
| Participant deferral / active EE | $6,112 | $6,840-10.6% | $7,994-23.5% | $4,212+45.1% |
| Admin fee / account holder | $5,234 | $12,784-59.1% | $11,185-53.2% | $7,344-28.7% |