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 | $168,448 | $109,881+53.3% | $150,045+12.3% | $84,808+98.6% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 17.93% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,784 | $3,561+34.3% | $4,693+1.9% | $2,631+81.8% |
| Participant deferral / active EE | $7,991 | $6,636+20.4% | $7,997-0.1% | $4,212+89.7% |
| Admin fee / account holder | $2,762 | $8,568-67.8% | $13,435-79.4% | $7,344-62.4% |