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 9-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 | $167,758 | $100,326+67.2% | $180,183-6.9% | $84,808+97.8% |
| Participation rate | 82.5% | 71.0%+11.5pp | 77.4%+5.0pp | 68.3%+14.1pp |
| Annual return | 14.80% | 17.86%-3.1pp | 27.86%-13.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,710 | $3,269+166.4% | $5,039+72.9% | $2,631+231.1% |
| Participant deferral / active EE | $13,498 | $5,066+166.5% | $6,822+97.8% | $4,212+220.5% |
| Admin fee / account holder | $16,523 | $9,674+70.8% | $19,975-17.3% | $7,344+125.0% |