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 | $165,405 | $109,881+50.5% | $150,045+10.2% | $84,808+95.0% |
| Participation rate | 83.5% | 76.1%+7.4pp | 82.3%+1.2pp | 68.3%+15.2pp |
| Annual return | 18.62% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,464 | $3,561-30.8% | $4,693-47.5% | $2,631-6.3% |
| Participant deferral / active EE | $6,242 | $6,636-5.9% | $7,997-22.0% | $4,212+48.2% |
| Admin fee / account holder | $19,548 | $8,568+128.2% | $13,435+45.5% | $7,344+166.2% |