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 | $175,859 | $109,881+60.0% | $150,045+17.2% | $84,808+107.4% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,114 | $3,561-12.6% | $4,693-33.6% | $2,631+18.4% |
| Participant deferral / active EE | $6,732 | $6,636+1.4% | $7,997-15.8% | $4,212+59.8% |
| Admin fee / account holder | $3,943 | $8,568-54.0% | $13,435-70.7% | $7,344-46.3% |