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 | $164,085 | $125,758+30.5% | $169,993-3.5% | $75,163+118.3% |
| Participation rate | 91.1% | 83.6%+7.5pp | 87.0%+4.1pp | 67.2%+23.9pp |
| Annual return | 15.81% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,509 | $4,615-45.6% | $6,785-63.0% | $2,670-6.0% |
| Participant deferral / active EE | $5,801 | $6,837-15.2% | $10,408-44.3% | $4,125+40.6% |
| Admin fee / account holder | $18,978 | $8,173+132.2% | $12,815+48.1% | $5,651+235.8% |