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 | $172,960 | $83,477+107.2% | $125,175+38.2% | $72,985+137.0% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 20.00% | 25.78%-5.8pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $4,702 | $2,345+100.5% | $3,865+21.7% | $2,440+92.7% |
| Participant deferral / active EE | $6,501 | $3,585+81.3% | $4,937+31.7% | $3,607+80.2% |
| Admin fee / account holder | $1,310 | $5,517-76.3% | $9,702-86.5% | $5,124-74.4% |