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 | $178,886 | $109,881+62.8% | $150,045+19.2% | $84,808+110.9% |
| Participation rate | 72.7% | 76.1%-3.4pp | 82.3%-9.6pp | 68.3%+4.4pp |
| Annual return | 15.29% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,617 | $3,561-26.5% | $4,693-44.2% | $2,631-0.5% |
| Participant deferral / active EE | $4,813 | $6,636-27.5% | $7,997-39.8% | $4,212+14.3% |
| Admin fee / account holder | $3,142 | $8,568-63.3% | $13,435-76.6% | $7,344-57.2% |