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 | $184,922 | $125,758+47.0% | $169,993+8.8% | $75,163+146.0% |
| Participation rate | 91.0% | 83.6%+7.5pp | 87.0%+4.0pp | 67.2%+23.9pp |
| Annual return | 20.45% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,420 | $4,615+17.5% | $6,785-20.1% | $2,670+103.0% |
| Participant deferral / active EE | $10,907 | $6,837+59.5% | $10,408+4.8% | $4,125+164.4% |
| Admin fee / account holder | $4,753 | $8,173-41.8% | $12,815-62.9% | $5,651-15.9% |