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 | $149,418 | $93,571+59.7% | $135,903+9.9% | $75,163+98.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 22.38% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,318 | $3,537-6.2% | $4,856-31.7% | $2,670+24.3% |
| Participant deferral / active EE | $9,386 | $6,404+46.6% | $7,758+21.0% | $4,125+127.5% |
| Admin fee / account holder | $2,185 | $6,975-68.7% | $10,762-79.7% | $5,651-61.3% |