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 | $170,351 | $109,881+55.0% | $150,045+13.5% | $84,808+100.9% |
| Participation rate | 79.8% | 76.1%+3.7pp | 82.3%-2.5pp | 68.3%+11.5pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,554 | $3,561-0.2% | $4,693-24.3% | $2,631+35.1% |
| Participant deferral / active EE | $7,761 | $6,636+17.0% | $7,997-2.9% | $4,212+84.3% |
| Admin fee / account holder | $7,861 | $8,568-8.2% | $13,435-41.5% | $7,344+7.0% |