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 | $161,195 | $91,190+76.8% | $178,490-9.7% | $79,858+101.9% |
| Participation rate | 73.2% | 69.2%+4.0pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | 11.99% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,718 | $3,256-16.5% | $5,011-45.8% | $2,471+10.0% |
| Participant deferral / active EE | $5,074 | $3,236+56.8% | $5,202-2.5% | $3,740+35.7% |
| Admin fee / account holder | $669 | $6,751-90.1% | $13,984-95.2% | $5,306-87.4% |