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 | $166,723 | $109,881+51.7% | $150,045+11.1% | $84,808+96.6% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 18.45% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,195 | $3,561-66.4% | $4,693-74.5% | $2,631-54.6% |
| Participant deferral / active EE | $10,667 | $6,636+60.7% | $7,997+33.4% | $4,212+153.3% |
| Admin fee / account holder | $4,187 | $8,568-51.1% | $13,435-68.8% | $7,344-43.0% |