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 | $173,699 | $214,378-19.0% | $200,582-13.4% | $142,382+22.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 17.78% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $9,788 | $6,841+43.1% | $6,419+52.5% | $4,299+127.7% |
| Participant deferral / active EE | $12,448 | $9,865+26.2% | $9,331+33.4% | $6,507+91.3% |
| Admin fee / account holder | $11,046 | $17,692-37.6% | $16,305-32.3% | $12,624-12.5% |