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 | $182,339 | $109,881+65.9% | $150,045+21.5% | $84,808+115.0% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 14.51% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,570 | $3,561+112.6% | $4,693+61.3% | $2,631+187.7% |
| Participant deferral / active EE | $7,674 | $6,636+15.6% | $7,997-4.0% | $4,212+82.2% |
| Admin fee / account holder | $1,838 | $8,568-78.5% | $13,435-86.3% | $7,344-75.0% |