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 | $169,828 | $109,881+54.6% | $150,045+13.2% | $84,808+100.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,418 | $3,561-60.2% | $4,693-69.8% | $2,631-46.1% |
| Participant deferral / active EE | $10,663 | $6,636+60.7% | $7,997+33.3% | $4,212+153.2% |
| Admin fee / account holder | $34,186 | $8,568+299.0% | $13,435+154.5% | $7,344+365.5% |