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 | $172,595 | $95,266+81.2% | $82,389+109.5% | $142,382+21.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 11.25% | 25.74%-14.5pp | 28.67%-17.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,285 | $2,991-57.0% | $2,517-48.9% | $4,299-70.1% |
| Participant deferral / active EE | $4,564 | $4,809-5.1% | $4,155+9.9% | $6,507-29.9% |
| Admin fee / account holder | $1,714 | $8,563-80.0% | $7,231-76.3% | $12,624-86.4% |