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 | $171,013 | $109,881+55.6% | $150,045+14.0% | $84,808+101.6% |
| Participation rate | 78.4% | 76.1%+2.3pp | 82.3%-3.9pp | 68.3%+10.1pp |
| Annual return | 17.59% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,529 | $3,561+111.4% | $4,693+60.4% | $2,631+186.2% |
| Participant deferral / active EE | $11,341 | $6,636+70.9% | $7,997+41.8% | $4,212+169.3% |
| Admin fee / account holder | $4,646 | $8,568-45.8% | $13,435-65.4% | $7,344-36.7% |