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 | $169,918 | $101,763+67.0% | $164,866+3.1% | $80,874+110.1% |
| Participation rate | 90.2% | 71.8%+18.3pp | 78.6%+11.6pp | 67.6%+22.5pp |
| Annual return | 14.04% | 16.73%-2.7pp | 69.97%-55.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,393 | $2,954-52.8% | $4,343-67.9% | $2,756-49.4% |
| Participant deferral / active EE | $4,465 | $4,477-0.2% | $6,033-26.0% | $4,297+3.9% |
| Admin fee / account holder | $2,260 | $8,228-72.5% | $12,689-82.2% | $6,935-67.4% |