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 | $168,093 | $83,477+101.4% | $125,175+34.3% | $72,985+130.3% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.5pp | 69.5%+15.8pp |
| Annual return | 19.52% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,073 | $2,345-54.3% | $3,865-72.2% | $2,440-56.0% |
| Participant deferral / active EE | $8,025 | $3,585+123.8% | $4,937+62.6% | $3,607+122.5% |
| Admin fee / account holder | $3,764 | $5,517-31.8% | $9,702-61.2% | $5,124-26.6% |