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 | $173,176 | $101,763+70.2% | $164,866+5.0% | $80,874+114.1% |
| Participation rate | 97.4% | 71.8%+25.5pp | 78.6%+18.8pp | 67.6%+29.7pp |
| Annual return | 12.43% | 16.73%-4.3pp | 69.97%-57.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,224 | $2,954+43.0% | $4,343-2.7% | $2,756+53.3% |
| Participant deferral / active EE | $11,047 | $4,477+146.8% | $6,033+83.1% | $4,297+157.1% |
| Admin fee / account holder | $1,104 | $8,228-86.6% | $12,689-91.3% | $6,935-84.1% |