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 | $209,723 | $109,413+91.7% | $156,263+34.2% | $84,808+147.3% |
| Participation rate | 72.0% | 72.7%-0.6pp | 78.9%-6.9pp | 68.3%+3.7pp |
| Annual return | 14.29% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,425 | $2,907-16.6% | $4,333-44.0% | $2,631-7.8% |
| Participant deferral / active EE | $7,899 | $4,590+72.1% | $6,158+28.3% | $4,212+87.6% |
| Admin fee / account holder | $3,995 | $9,357-57.3% | $14,255-72.0% | $7,344-45.6% |