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 | $176,447 | $87,870+100.8% | $113,168+55.9% | $74,304+137.5% |
| Participation rate | 71.6% | 70.7%+0.8pp | 76.6%-5.0pp | 60.3%+11.2pp |
| Annual return | 14.30% | 26.44%-12.1pp | 24.27%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,011 | $2,277-11.7% | $2,975-32.4% | $2,241-10.3% |
| Participant deferral / active EE | $5,777 | $4,241+36.2% | $5,107+13.1% | $3,767+53.4% |
| Admin fee / account holder | $7,970 | $3,368+136.6% | $12,068-34.0% | $2,969+168.4% |