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 | $158,084 | $80,717+95.8% | $154,803+2.1% | $84,808+86.4% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 14.38% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,925 | $2,761+5.9% | $4,305-32.1% | $2,631+11.2% |
| Participant deferral / active EE | $8,821 | $3,303+167.0% | $5,540+59.2% | $4,212+109.4% |
| Admin fee / account holder | $1,371 | $6,746-79.7% | $14,329-90.4% | $7,344-81.3% |